AeroLeads people directory · profile
Melissa Stamatiades, Ctfa Email & Phone Number
Senior Portfolio Strategist
at
First Citizens Bank
1 work email found
@captrustadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Strategist
Location
Asheville, North Carolina, United States
Company size
Who is Melissa Stamatiades, Ctfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Melissa Stamatiades, Ctfa is listed as Senior Portfolio Strategist at First Citizens Bank, a company with 17773 employees, based in Asheville, North Carolina, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Melissa Stamatiades, Ctfa.
Melissa Stamatiades, Ctfa previously worked as Director | Wealth Investments (M&A Investment Transitions) at Captrust and Sr. Manager at Captrust. Melissa Stamatiades, Ctfa holds Continuing Studies Certificate - Nonprofit Management, Entrepreneurial Leadership from Duke University.
Company email context
Email format at First Citizens Bank
This section adds company-level context without repeating Melissa Stamatiades, Ctfa's masked contact details.
*@captrustadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Melissa Stamatiades, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Melissa Stamatiades, Ctfa
Serve as the Director of Investment Integrations for newly acquired firms. Collaborates with the firm’s broader Mergers and Acquisitions (M&A) Integration Team and other stakeholders. Overseeing a team of investment management professionals focused on transitioning client portfolios onto our managed investment models and portfolio management system. Developed and implemented systems, training, and processes to streamline the investment integration process. Able to identify roadblocks and challenges in the integration process, propose solutions, and produce key performance indicators to measure effectiveness and success. Designed investment solutions to incorporate both house views and wealth office client goals, with several billion dollars of AUM transitioning quickly. Able to prioritize margins and client experience through systemization while allowing customized solutions. Substantial experience building high performance teams, bringing together groups from different divisions with strong results.
Listed skills include Financial Modeling, Portfolio Management, Investment Management, Asset Management, and 10 others.
Current workplace
Melissa Stamatiades, Ctfa's current company
Company context helps verify the profile and gives searchers a useful next step.
First Citizens Bank
9 roles · 21 years
Melissa Stamatiades, Ctfa work experience
A career timeline built from the work history available for this profile.
Director | Wealth Investments (M&A Investment Transitions)
CurrentPost-merger integration professional, responsible for transforming the investments of our newly acquired wealth RIAs into CAPTRUST strategies. Partners with senior executives of transitioning firms and stakeholders to build a custom transition plan which allows the advisors to maintain the highest level of client experience for their clients. + Analyze.
Jan 2022 - Present
Sr. Manager
Sep 2020 - Dec 2021
Senior Portfolio Manager
Parsec Financial
Co-Designed portfolio models responsible for managing over $3 billion in assets. Member of Investment Policy Committee. Responsible for creating and proposing client specific solutions, implementing client investment strategies, and regular review of client accounts. Focus on tactical location of assets to maximize tax efficiency, roth conversion.
2013 - 2020
~7 yrs
Network Design & Engineering
SME - Federal contractor with Department of Justice. Design Communication Network Cabling Infrastructure for government agency. Work with Building Contractors, GSA, Federal Employees, Architects and various other parties to coordinate implementation of designed systems throughout building process.
2010 - 2012
~2 yrs
Real Estate Broker
Nc Realtor
2005 - 2009
~4 yrs
Senior Associate / Officer
Evergreen Institutional Asset ManagementResponsible for promoting new business along with the Senior Director, in marketing, research, analysis and client contact. Developed customized investment proposals and presentations. Researched & identified potential prospects using industry publications, internet, internal sales officers & bankers. Performed.
Mar 2002 - Oct 2005
Associate
Structured Finance Trust ServicesResponsible for financial reporting & analysis of monthly new business, and investment management revenue. Managed pipeline, researched, identified, tracked and updated potential new business through pending & closed stages. Interacted with clients, relationship managers, product managers, senior management and operations..
Apr 2000 - Mar 2002
Mutual Fund Trader
Trust Associate, NSGMutual fund trader with daily reconciliation responsibility. Morning routing including wire transfers, suspense accounts, and DTC settlements.
Aug 1999 - Apr 2000
Team & coworkers
Colleagues at First Citizens Bank
Other employees you can reach at firstcitizens.com. View company contacts for 17773 employees →
CR
Celys Rodriguez
Colleague at First Citizens Bank
Chaguanas, Chaguanas, Trinidad And Tobago, Trinidad And Tobago
View →
LW
Lauren Wright, Phr
Colleague at First Citizens Bank
Charleston County, South Carolina, United States, United States
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AS
Alice Shelton
Colleague at First Citizens Bank
Hilton Head Island, South Carolina, United States, United States
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AP
Anna Pailthorpe
Colleague at First Citizens Bank
Woodstock, Georgia, United States, United States
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SW
Sharlymen Wagas (Sistos)
Colleague at First Citizens Bank
Greater Seattle Area, United States
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CZ
Charlene Zink
Colleague at First Citizens Bank
Greater Asheville, United States
View →
SB
Sarah Barber
Colleague at First Citizens Bank
Folsom, California, United States, United States
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PK
Patricia Kliphon
Colleague at First Citizens Bank
Raleigh, North Carolina, United States, United States
View →
LS
Lachaska Salmond
Colleague at First Citizens Bank
Columbia, South Carolina, United States, United States
View →
SD
Starla Duffy
Colleague at First Citizens Bank
Clayton, North Carolina, United States, United States
View →
Celys Rodriguez
Colleague at First Citizens Bank
Chaguanas, Chaguanas, Trinidad And Tobago, Trinidad And Tobago
View →
LW
Lauren Wright, Phr
Colleague at First Citizens Bank
Charleston County, South Carolina, United States, United States
View →
AS
Alice Shelton
Colleague at First Citizens Bank
Hilton Head Island, South Carolina, United States, United States
View →
AP
Anna Pailthorpe
Colleague at First Citizens Bank
Woodstock, Georgia, United States, United States
View →
SW
Sharlymen Wagas (Sistos)
Colleague at First Citizens Bank
Greater Seattle Area, United States
View →
CZ
Charlene Zink
Colleague at First Citizens Bank
Greater Asheville, United States
View →
SB
Sarah Barber
Colleague at First Citizens Bank
Folsom, California, United States, United States
View →
PK
Patricia Kliphon
Colleague at First Citizens Bank
Raleigh, North Carolina, United States, United States
View →
LS
Lachaska Salmond
Colleague at First Citizens Bank
Columbia, South Carolina, United States, United States
View →
SD
Starla Duffy
Colleague at First Citizens Bank
Clayton, North Carolina, United States, United States
View →
3 education records
Melissa Stamatiades, Ctfa education
Continuing Studies Certificate - Nonprofit Management, Entrepreneurial Leadership
Duke University
B.S. Business Administration, Finance
University Of North Carolina At Charlotte
College Of Engineering
North Carolina State University
FAQ
Frequently asked questions about Melissa Stamatiades, Ctfa
Quick answers generated from the profile data available on this page.
What company does Melissa Stamatiades, Ctfa work for?
Melissa Stamatiades, Ctfa works for First Citizens Bank.
What is Melissa Stamatiades, Ctfa's role at First Citizens Bank?
Melissa Stamatiades, Ctfa is listed as Senior Portfolio Strategist at First Citizens Bank.
What is Melissa Stamatiades, Ctfa's email address?
AeroLeads has found 1 work email signal at @captrustadvisors.com for Melissa Stamatiades, Ctfa at First Citizens Bank.
Where is Melissa Stamatiades, Ctfa based?
Melissa Stamatiades, Ctfa is based in Asheville, North Carolina, United States while working with First Citizens Bank.
What companies has Melissa Stamatiades, Ctfa worked for?
Melissa Stamatiades, Ctfa has worked for First Citizens Bank, Captrust, Parsec Financial, Grsi, and Nc Realtor.
Who are Melissa Stamatiades, Ctfa's colleagues at First Citizens Bank?
Melissa Stamatiades, Ctfa's colleagues at First Citizens Bank include Celys Rodriguez, Lauren Wright, Phr, Alice Shelton, Anna Pailthorpe, and Sharlymen Wagas (Sistos).
How can I contact Melissa Stamatiades, Ctfa?
You can use AeroLeads to view verified contact signals for Melissa Stamatiades, Ctfa at First Citizens Bank, including work email, phone, and LinkedIn data when available.
What schools did Melissa Stamatiades, Ctfa attend?
Melissa Stamatiades, Ctfa holds Continuing Studies Certificate - Nonprofit Management, Entrepreneurial Leadership from Duke University.
What skills is Melissa Stamatiades, Ctfa known for?
Melissa Stamatiades, Ctfa is listed with skills including Financial Modeling, Portfolio Management, Investment Management, Asset Management, Investments, Big Data, Finance, and Microsoft Excel.
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