Skip to main content

Site Navigation

Site Search

Melissa A. Sommer, CFA, CPA

Darwin Trust Company, Co-founder, Chief Executive Officer & President



  • 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


  • CFA Institute
  • American Institute of Certified Public Accountants (AICPA)
  • Boston Estate Planning Council
  • Boston Security Analysts Society
  • Women in ETFs


  • 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
up arrow Scroll to Top