PRINCIPAL, INVESTOR RELATIONS
Melissa joined Blue Heron in 2016 to lead business development, investor relations and communications, collaborate on debt and joint venture partnerships, and other senior-level business functions. Melissa has 19 years of experience advising on direct real estate investments for high net worth families as well as commercial real estate underwriting, macro-economic analysis, finance, capital markets, business development and relationship management.
Prior to joining Blue Heron, Melissa was Senior Vice President and Relationship Manager for Wells Fargo's Private Bank in Chapel Hill, NC, one of the nation's leading Private Wealth Management firms. Melissa was responsible for advising high net worth families on investment asset allocation, trust and estate planning, risk management, and direct real estate investment advice. She oversaw and partnered on over $1B dollars of assets under management and over $300M of real estate acquisitions, dispositions, and debt transactions for private bank families. While at Wells Fargo, she also served as Market President for Chapel Hill and was responsible for business development for the bank in the local community, working closely with commercial brokers, attorneys, CPAs, and business leaders.
Melissa believes in having strong connections to our local community. Melissa has been involved with the Chapel Hill Public School Foundation for seven years where she chaired the development committee for fundraising and strategic planning and also lead the investment committee. She has worked with Dress for Success, Habitat for Humanity, United Arts, and United Way, and spearheaded Excellence in Education, a program that teaches financial literacy to fourth graders.
Melissa received a BS in Business Administration from the University of North Carolina at Chapel Hill's Kenan-Flagler Business School.