For the 2nd year in a row, Partner Melissa Joy, CFP® has been named to the Financial Advisor Magazine and Private Wealth Research All-Star team. She was featured in an article titled “The All-Star Game” in the October issue of Financial Advisor Magazine. The all-star team was recognized at the Fiduciary Gatekeeper Summit in Boston last month. Melissa was one of two people to be named to the list for the past two years and the only woman both times.
As Director of Investments, Melissa leads The Center’s three-person investment team and sits on the investment committee. Melissa shared, “It’s such a great honor to receive this recognition again!”
The award was based upon job function of the person evaluated, investment selections and evaluation process used, study of rejected investment examples, and evaluation of challenges faced in the job and actions taken to overcome those challenges. Evaluations were independently conducted by Financial Advisor Magazine.