Boston, MA
Newport, RI
Pawtucket, RI
Providence, RI
Waltham, MA
Melissa A. Sommer, CFA, CPA
Darwin Trust Company, Co-founder, Chief Executive Officer & President
Background
- Co-founder, Chief Executive Officer & President of Darwin Trust Company
- Over 30 years leading financial services institutions and investment strategies
- Holistic approach to building relationships as a true fiduciary and working in the clients’ best interest
- Steeped expertise from decades in portfolio management at Bank of America’s US Trust, Columbia Management Group and State Street Global Advisors
- Co-author of “The Power of Trusts,” the book that simplifies how to turn today’s wealth into tomorrow’s legacy
Professional
- CFA Institute
- American Institute of Certified Public Accountants (AICPA)
- Boston Estate Planning Council
- Boston Security Analysts Society
- Women in ETFs
Community
- The University of Notre Dame Monogram Club, regional representative
- Parks & Recreation Department, City of Newton, Massachusetts, commission member
- Newton West Little League and Burr Community Afterschool Programs, former board member
- Pan-Mass Challenge, volunteer staff member and 20-year rider
- Passionate foster family for over 50 foster dogs in Massachusetts
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