Melissa Santas Peterson, MFA Wealth Management Practice

Melissa
Santas Peterson

CFA     |     PRESIDENT & CHIEF INVESTMENT OFFICER

(978) 557-5326
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EXPERIENCE

With over 18 years of experience, Melissa is a seasoned professional who provides comprehensive investment analysis and recommendations to the clients of The MFA Companies®. As President & Chief Investment Officer of the Wealth Management Practice, Melissa offers clients a wide-breadth of research on investments (mutual funds, ETF’s, SMA, closed-end equity and fixed income funds, alternative investments and hedge fund strategies for portfolios) as well as detailed presentations on active buy/hold/sell recommendations. Melissa also participates in due-diligence meetings with current and prospective independent account managers. In addition to providing general financial guidance and strategic portfolio recommendations, Melissa frequently advises business owners and entrepreneurs with regard to wealth transfer and exit planning strategies as well as C-suite executives looking to leverage their corporate compensation packages to support maximum wealth accumulation and preservation.

Melissa’s experience includes developing detailed, systematic approaches for assessing portfolio performance using a variety of systems and techniques. She serves as an Investment Officer on the Firm’s Investment Committee and has extensive experience preparing and reporting to Investment Committees in order to make investment recommendations appropriate for model-portfolios by presenting performance, risk and attribution updates and performance reviews for both internal and external investment managers.

EXPERTISE

  • Investment strategy
  • Qualitative investment analysis
  • Quantitative investment analysis
  • Market research and commentary
  • Portfolio analysis
  • Portfolio management
  • Due diligence
  • Asset allocation
  • Client relationship management
Melissa Peterson Northshore Magazine Profile Schwab Advisor Campaign Feat. Melissa Peterson

Women Making a Mark

We’re pleased to share that Melissa Santas Peterson, President & Chief Investment Officer at MFA’s Wealth Management Practice, was featured in Northshore Magazine’s April issue, Women Making a Mark. The profile highlights Melissa’s rise as a female registered investment adviser and her hopes for the future of the wealth management industry.

What is a Fiduciary and Why Does It Matter?

The MFA Companies Wealth Management Practice is pleased to announce that Melissa Peterson is featured in a new advertising campaign from Schwab Advisor Services.

 

Click to read the full profile Watch on YouTube

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