Melissa Santas Peterson, CFA in

Melissa Santas Peterson, CFA

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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.

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Experience
14 Years
Current Role
Executive Managing Director
Job Level
Senior
Location
Tewksbury, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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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

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Education
2011 - 2014
MBA
Suffolk University - Sawyer Business School
Bachelors
The College of Wooster
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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