Melissa Mattison, Clssbb

Melissa Mattison, Clssbb Email and Phone Number

Chief Operating Officer at Heritage Financial @ Heritage Financial Services, LLC
Melissa Mattison, Clssbb's Location
Boston, Massachusetts, United States, United States
About Melissa Mattison, Clssbb

Melissa Mattison, Clssbb is a Chief Operating Officer at Heritage Financial at Heritage Financial Services, LLC.

Melissa Mattison, Clssbb's Current Company Details
Heritage Financial Services, LLC

Heritage Financial Services, Llc

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Chief Operating Officer at Heritage Financial
Melissa Mattison, Clssbb Work Experience Details
  • Heritage Financial Services, Llc
    Chief Operating Officer
    Heritage Financial Services, Llc Jun 2022 - Present
    Westwood, Ma, Us
    Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years.We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisors to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives.
    View
  • Prio Wealth
    Managing Director, Chief Operating Officer
    Prio Wealth Sep 2021 - Apr 2022
  • Prio Wealth
    Managing Director, Chief Operating Officer & Chief Compliance Officer
    Prio Wealth Dec 2018 - Sep 2021
    Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals.  Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.
  • Athena Capital Advisors
    Managing Director, Chief Technology & Information Officer
    Athena Capital Advisors Sep 2018 - Nov 2018
  • Athena Capital Advisors
    Managing Director, Chief Operating Officer
    Athena Capital Advisors 2015 - Sep 2018
  • Athena Capital Advisors
    Vice President, Strategic Solutions
    Athena Capital Advisors 2012 - 2015
  • Athena Capital Advisors
    Various Roles
    Athena Capital Advisors Mar 2007 - Mar 2012
    Client Analyst, Reporting Analyst, Reporting Associate, Project Manager
  • Fidelity Investments
    Equity Trader
    Fidelity Investments Jun 2001 - Feb 2007
    Boston, Ma, Us
    View

Melissa Mattison, Clssbb Education Details

  • Mount Holyoke College
    Mount Holyoke College
    Economics
  • Villanova University
    Villanova University
    Certified Master Lean Six Sigma Black Belt

Frequently Asked Questions about Melissa Mattison, Clssbb

What company does Melissa Mattison, Clssbb work for?

Melissa Mattison, Clssbb works for Heritage Financial Services, Llc

What is Melissa Mattison, Clssbb's role at the current company?

Melissa Mattison, Clssbb's current role is Chief Operating Officer at Heritage Financial.

What schools did Melissa Mattison, Clssbb attend?

Melissa Mattison, Clssbb attended Mount Holyoke College, Villanova University.

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