Investment Operations Manager
Melissa Simeone, a young and devoted business professional, believes it is important to deliver on promises made. She joined the Investment Department at The Bulfinch Group in 2012 working directly under the leadership of Gracio Garcia, the Director of Investments. As the Investment Department Coordinator, Melissa offers support and guidance to all Financial Advisors at The Bulfinch Group allowing them to build and secure their brand. Her engagement with our clients is essential particularly when it comes to establishing and maintaining relationships.
Melissa was born and raised in the Boston area and graduated with a Bachelors in Business Marketing at Merrimack College in 2012. Living in today’s high-tech, fast-paced world, she believes it is important to achieve a healthy balanced lifestyle. Yoga has been an ongoing part of Melissa’s life for the past few years, and has been an active indoor cyclist for over five years. Both yoga and spinning have taught her the value of patience and concentration, which she has been able to apply to her career today.
Melissa Simeone is not registered to provide securities recommendations or financial advice.