Melissa is responsible for the strategic vision and day-to-day management of Prio Wealth’s operations, technology, and compliance programs. She has over 20 years of experience in wealth management operations, including the implementation and engagement of process, reporting, trading, and technology solutions. Melissa is a problem-solver and is always looking for new systems and procedures to ensure Prio’s clients and employees have the best experience possible.
Prior to joining Prio Wealth in 2018, Melissa spent 12 years at Athena Capital. Her most recent roles were Chief Operating Officer and Chief Technology & Information Officer. Prior to joining Athena Capital she was a Sector Trader at Fidelity Investments.
She is a graduate of Mount Holyoke College with a Bachelor of Arts in Economics. She is a Certified Lean Six Sigma Master Black Belt from Villanova University. Melissa is a frequent contributor to wealth management leadership conferences.
Melissa enjoys spending time with her husband, two daughters, and beloved dog. Her personal priorities include horseback riding, cooking, and running.