Melissa Santas Peterson, CFA in

Melissa Santas Peterson, CFA

Examiner · DISC type cs
Executive Managing Director at Baker Tilly US
📍 Tewksbury, Massachusetts, United States

Melissa Santas Peterson is an Executive Managing Director at Baker Tilly Wealth Management with over 20 years of experience. A Chartered Financial Analyst (CFA) charterholder with an MBA from Suffolk University, she specializes in creating custom financial planning and investment advisory solutions for a nationwide client base.

In a previous role, she was personally responsible for managing over $240 million across more than 500 client portfolios.

Read the full overview →
Experience
14 Years
Current Role
Executive Managing Director
Job Level
Senior
Location
Tewksbury, Massachusetts, United States
Personality Overview

How Melissa shows up

Status Quo Seeker
Unexpressive
Tough To Convince

They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Melissa cares about

Wealth Management
Her role is centered on developing forward-thinking, custom financial planning and investment solutions tailored to the unique needs of her clients.
Business Exit Planning
She shares strategies for business owners on how to prepare for and maximize the financial outcome of a business sale.
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Career

Work history

12-2021
Executive Managing Director
Baker Tilly US
8-2013 - 12-2021
President & CIO of Registered Investment Advisory
The MFA Companies
11-2010 - 7-2013
VP, Senior Investment Analyst
Envestnet Asset Management
Senior Investment Analyst
John Hancock Financial Services
Portfolio Manager/ Equity Analyst
Karpus Investment Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2014
MBA
Suffolk University - Sawyer Business School
Bachelors
The College of Wooster
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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