Melissa is Director of Market Research as part of Fidelity Institutional’s Market Intelligence & Commercialization team. In her current role, Melissa works hand-in-hand with strategy and go-to-market teams to drive prioritization based on client feedback, market trends and landscape changes. Over the past year, she has spent time working with large wealth management clients to strategize on important topics such as advisor affiliation models, succession planning and differentiated planning services.

Prior to her current role, Melissa spent 4 years as a registered representative in Fidelity’s investor centers, supporting the client service and planning needs of multiple billion dollar+ advisor books. She credits this time with developing a deep understanding for end-client and advisor needs when it comes to service and technology.

Melissa has her master’s from Georgetown University and bachelor’s from the University of Pennsylvania. She lives on the North Shore of Boston with her husband and 2 small dogs.