Melissa is a VP and Senior Portfolio Manager and a member of the Investment Policy Committee and Equity Management Team. She graduated from the University of Kentucky with a BA in Finance and also achieved her Certified Financial Planner® designation. Melissa has over 15 years of experience in the investment management industry with a focus on private client relationships and investment management strategies. This includes customized solutions to build families wealth, mitigate risk, preserve wealth, and plan for the distribution of assets when appropriate in a tax efficient manner. Melissa and her husband Mark have two daughters, Chloe and Channing. She enjoys staying active with her little ladies, spending time with family and friends, and traveling.