Client and Corporate Services

Biography

Melissa is Senior Associate in the New York office, where she manages various initiatives for the office leaders, including business development, process management, and client interactions. She also helps manage the administrative and human resources teams as well as oversees general office matters. Melissa’s organizational skills, positive attitude, and ability to understand a multitude of firm objectives provides invaluable help to the entire wealth management team.

Prior to joining Cerity Partners, Melissa served as Vice President of Administrative Services at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, she provided administrative leadership and supervision of the administrative support functions.

Education

  • B.A. in Communications and Media Arts from Pace University
  • M.A. in Corporate Communications from Baruch College

Connect with Melissa

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.