Melissa Santas Peterson is a principal 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.