Melissa Santas Peterson is an executive managing director with Baker Tilly Wealth Management, LLC. 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.
Master of Business Administration
Suffolk University (Boston)
Bachelor of business economics
The College of Wooster (Wooster, Ohio)
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC
