Melanie is a Senior Associate in the San Francisco office. She provides comprehensive financial planning and investment management services to clients.
Prior to joining Cerity Partners, Melanie served as a Tax Associate at PricewaterhouseCoopers LLP (PwC), working with the Specialized Tax Services team. While at PwC, Melanie worked with clients on research and development tax credit studies.
Melanie is a graduate of Bentley University where she received both her Bachelor of Science degree in Accountancy with a minor in Law, and her Master of Science in Taxation. She holds the CPA (Certified Public Accountant) license.
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