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Meet Melissa

Melissa Santas Peterson

Melissa Santas Peterson CFA
Partner & Chief Investment Officer, Wealth Management Practice

As a leader in the Wealth Management Practice, Melissa works with MFA’s customers to secure their financial futures through thoughtful planning and disciplined investing. Her seasoned career as an investment professional includes more than 15 years of investment experience with particular expertise in portfolio analysis and management, quantitative and qualitative analysis and asset allocation. Melissa is a CFA Charterholder and has earned her Bachelor’s Degree in Business Economics from The College of Wooster and an MBA from Suffolk University.

  • Reliable
  • Witty
  • Outgoing

Areas of Focus

portfolio & investment analysis portfolio management asset allocation model analysis asset allocation planning investment performance analysis wealth management high-net-worth individuals & families investment management relationship management

We understand that there is no single path to wealth, and we take great care in delivering personalized, thoughtful financial strategies for our customers, each of whom is unique in experience and aspirations.

In encouraging and cultivating innovation, we continually display an unwavering entrepreneurism in hopes of pioneering forward the vision of all those around us.

One of the most important roles we play is as a sounding board. Whenever the path forward is unclear, we’re here for our customers to help guide them in the right direction.

Our abundant curiosity, fresh perspectives and divergent thinking get our customers looking at their businesses and personal financial matters in a whole new light — opening the flood gates for new ideas and innovative solutions.

For us, it’s all about empowering people & organizations to find their path to prosperity & fulfillment.

At MFA, we are unique thinkers with the power of exponential thought, all of which is magnified when we think freely, openly and for the collaborative purpose of helping our customers and fellow colleagues achieve their definition of success.

Guilty Pleasure
Chocolate
What do you read every day?
The Wall Street Journal
Without my phone, I feel…
Disconnected
What do you want to be remembered for?
Kindness and a good sense of humor

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