Melissa Sommer in

Melissa Sommer

Go-getter · DISC type d
President & CEO at Darwin Trust Company, a FL Putnam Company
📍 Lynnfield, Massachusetts, United States

Melissa Sommer is the Co-founder, President, and CEO of Darwin Trust Company, now part of F. L. Putnam. She is a CFA and CPA with extensive experience in investment strategy and fiduciary services, previously holding leadership roles at First Financial Trust and portfolio management positions at US Trust. She holds a BBA and MBA from the University of Notre Dame.

Melissa is deeply involved in her community, serving as a commission member for the Newton Parks & Recreation Department and volunteering for the Pan-Mass Challenge for over 20 years. An avid biker, skier, and golfer, she lives in Auburndale with her husband, three children, and their dog. She and her family have also fostered over 50 dogs.

She is a regional representative for The University of Notre Dame Monogram Club.

Read the full overview →
Experience
7 Years
Current Role
President & CEO
Job Level
Leadership
Location
Lynnfield, Massachusetts, United States
Personality Overview

How Melissa shows up

Fast-Paced
Challenger
Direct & Candid

They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Priorities

Topics Melissa cares about

Fiduciary Wealth Management
As co-founder and CEO of a trust company, she emphasizes acting as a true fiduciary to protect client assets for current and future generations.
Community Engagement
Serves on the Newton Parks & Recreation Commission and has served on local little league and after-school program boards, showing deep local involvement.
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Career

Work history

5-2018
President & CEO
Darwin Trust Company, a FL Putnam Company
1-2021
Official Member
Boston Business Journal Leadership Trust
4-2018
President & CEO
First Financial Trust, N.A.
Chief Investment Officer
First Financial Trust, N.A.
SVP - Portfolio Manager
US Trust
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor’s Degree
University of Notre Dame
MBA
University of Notre Dame - Mendoza College of Business
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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