![Melissa Wedel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Melissa Wedel
Corporate Officer/Principal bij
CFA Society of San Francisco
Profiel
Melissa Wedel is Immediate Past President at CFA Society of San Francisco and an Analyst at UBS Securities LLC starting in 2026.
Former roles include Vice President at JPMorgan Securities LLC from 2012 to 2026, Principal at AssetMark, Inc., and Research Analyst at Litman Gregory Wealth Management LLC from 2002 to 2012.
Education includes an undergraduate degree from the University of Miami.
Actieve functies van Melissa Wedel
| Bedrijven | Functie | Begin |
|---|---|---|
CFA Society of San Francisco
 CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services | Corporate Officer/Principal | - |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-07-2026 |
Eerdere bekende functies van Melissa Wedel
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-03-2026 |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Analyst-Equity | 01-09-2012 |
Opleiding van Melissa Wedel
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
91
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AssetMark, Inc.
AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection. | Finance |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services | Commercial Services |
