PRINCIPAL, INVESTOR RELATIONS
Melissa joined Blue Heron in 2016 to lead business development, investor relations and communications, to collaborate on procurement of debt and equity for investments, and to participate in other senior-level business functions. Melissa has 19 years of experience with large financial institutions 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. Melissa was responsible for advising high-net-worth families on investment asset allocation, real estate investing, trust and estate planning, and risk management. 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 has served the Chapel Hill Public School Foundation for seven years, including chairing the development committee for fundraising and strategic planning and leading 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 teaching 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.