Melissa Jones, CFA, CPWA®

Wealth Counselor |

Melissa is a Wealth Counselor for Osborne Partners with nearly 20 years of experience in the financial services industry. Melissa was previously in the financial advisory division at ICONIQ, advising ultra-high net worth ($30-50 million+) families on investments and estate planning. She started her career as an institutional research analyst and later was a portfolio analyst for nation-wide investment management firms. She then used her investment acumen and financial planning experience on the financial advisory side, helping to build and manage complex strategies for substantial families. She is extremely passionate about implementing creative and customized solutions for all types of clients. 

Melissa earned dual bachelor’s degrees (in Business and English) at the University of California, Berkeley. Additionally, she is both a CFA Charterholder and a Certified Private Wealth Advisor (CPWA).