Melissa provides operational support to the firm as well as clients. Drawing on over 20 years of financial industry experience, Melissa has a passion for assisting clients in helping them feel confident and secure in utilizing all of the resources that Capital Insight Partners has to offer.
Prior to Capital Insight Partners, Melissa spent 10 years at JPMorgan’s Private Bank as a Vice President of client service and most recently with Morgan Stanley’s Private Wealth Management team.
Melissa is originally from Minnesota but grew up in Tucson where she developed a love of the desert. She enjoys raising her twin boys and gardening, fostering growth in every aspect.