Investment Advisor / Operations Manager
With the firm since 2007, Melissa Warwick is a trusted Investment Advisor as well as Operations Manager supervising firm administration, portfolio trading, and talent acquisition. Honored in 2009 as an outstanding graduate in the Finance Department, Melissa received a Bachelor’s of Business Administration in Accountancy and Finance from Boise State University. A Chartered Financial Analyst® charterholder (CFA) and a Certified Public Accountant (CPA) (non-practicing), she values her memberships in the CFA Institute and the CFA Society of Idaho. Melissa is a 2019 graduate of the Boise Chamber of Commerce Leadership Boise program. A lifelong resident of the Treasure Valley, Melissa is active on the board and finance team with in her church and also serves as a youth leader. Melissa cherishes time spent with friends and family cheering on the Boise State Broncos and each summer serves as a dedicated mentor and youth leader at Pine Acres Youth Camp located on Lake Cascade.