Melissa Santas Peterson

Melissa Santas Peterson

Executive Managing Director, CFA® · +1 (978) 557 5326
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With more than 18 years of experience, Melissa is a seasoned professional who provides comprehensive investment analysis and recommendations to Baker Tilly clients. Melissa offers clients a wide-breadth of research on investments (mutual funds, ETFs, 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.

Melissa’s experience includes developing detailed, systematic approaches for assessing portfolio performance using a variety of systems and techniques.

  • Investment strategy
  • Qualitative investment analysis
  • Quantitative investment analysis
  • Market research and commentary
  • Portfolio analysis
  • Portfolio management
  • Due diligence
  • Asset allocation
  • Client relations
  • Boston Security Analysts Society (BSAS)

Location

Massachusetts

Education

Master of Business Administration
Suffolk University (Boston)

Bachelor of business economics
The College of Wooster (Wooster, Ohio)