Melissa Albonesi, MBA

Melissa Albonesi brings nearly three decades of experience in the financial services industry, with deep expertise in business development, client engagement, relationship management, and portfolio management. Most recently, she held business development roles at First Citizens Wealth and PNC Institutional Asset Management. She also held senior positions at Russell Investments and State Street Global Advisors (SSGA).

At Russell Investments, Melissa served as a Regional Director for institutional sales, partnering strategically with client and retirement advisory committees, treasurers, and CFOs. Prior to Russell, she spent 19 years at State Street Global Advisors, where she held a range of leadership roles across portfolio management, relationship management, and business development. In her most recent role at SSGA, she served as Head of Client Engagement, leading the Americas Client Service Team.

Melissa holds a Bachelor of Arts in Spanish and Political Science from Syracuse University and a Master of Business Administration from the Sawyer Business School at Suffolk University. She also holds FINRA Series 7, 63, and 66 licenses.