Melissa Santas Peterson

Melissa Santas Peterson


Executive Managing Director

+1 (978) 557 5326

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Melissa is an executive managing director with Baker Tilly Wealth Management, LLC. She has more than 20 years of experience serving clients nationwide, helping them define and reach their financial goals. Melissa's role as executive managing director allows her to work in a strategic capacity for the firm and serve the unique financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements.

Prior to joining Baker Tilly, Melissa spent more than eight years with a Washington, DC-based industry group serving as president and CIO of their registered investment advisory practice.

Melissa started her career on the institutional investment management side, responsible for portfolio management, asset allocation and strategy due diligence. She held senior analyst roles at a wealth management technology and services organization and a Boston based insurance company.

  • Works alongside clients and their advisors, such as tax accountants and attorneys, to create custom portfolio solutions
  • Offers clients extensive research and recommendations on investments including mutual funds, ETFs, SMA, closed-end equity and fixed income funds, alternative investments and hedge fund strategies for portfolios
  • Provides comprehensive investment analysis and recommendations to clients
  • Participates in due diligence meetings with current and prospective independent account managers
  • Develops detailed, systematic approaches for assessing portfolio performance using a variety of systems and techniques for clients
  • Finds actionable solutions to complex problems, unlocking investment opportunities that other advisors might not see
  • Boston Security Analysts Society (BSAS)
  • CFA ® Charterholder


Boston, MA


Master of Business Administration

Suffolk University

(Boston, Massachusetts)

Bachelor of business economics

The College of Wooster

(Wooster, Ohio)