Melissa is a Vice President and Senior Planned Giving Investment Special with the Planned Giving Services group. She serves as a planned giving investment specialist for national planned giving clients.
Prior to assuming her current position, she served as an Investment Consultant and Senior Investment Management Analyst with Atlanta Consulting Group, a division of Raymond James and Associates working primarily with not-for-profit clients. She was also responsible for leading the group’s manager due diligence efforts. Previously, she was sales assistant with the firm and also held the same position with Morgan Keegan.
Melissa earned a BSBA degree from the University of Florida and a MBA from the University of West Florida. She holds the Chartered Financial Analyst, Chartered Alternative Analyst, and Accredited Investment Fiduciary designations. Additionally, she is a member of the Pittsburgh Planned Giving Council and the National Association of Charitable Gift Planners.
Tuesday, February 14
12:45pm - 2:00pm