Melissa is a planned giving investment specialist for PNC Institutional Asset Management®. She coordinates the delivery of investment solutions for Planned Giving client portfolios. Her key responsibilities include: maintaining strong relationships with clients by providing thought leadership, education and insights; managing portfolios in accordance with the client’s investment objectives and applicable state annuity regulations; providing recommendations to allocations based upon the client’s needs; and supporting the development of new business relationships. Her area of focus is investment programs designed for charitable gift annuities, charitable remainder trusts, and pooled income funds.
Prior to assuming her current position, Melissa served as an investment consultant and senior investment management analyst with Atlanta Consulting Group, a division of Raymond James and Associates. Previously, she was also a sales assistant with the firm and held the same position with Morgan Keegan.
Melissa earned a Bachelor of Science in Business Administration from the University of Florida and a Master of Business Administration from the University of West Florida. She is also a holder of the right to use the Chartered Financial Analyst®, Chartered Alternative Investment Analyst, and Accredited Investment Fiduciary designations. Additionally, she is a member of the Pittsburgh Planned Giving Council and the National Association of Charitable Gift Planners.