Melissa is an accomplished investment strategist and equity market analyst. Her 20‐year career spans investment banking, equity research, and investment management. Today, she leads the investment strategy for global equities at the James Irvine Foundation in San Francisco. Melissa’s investment selection and portfolio oversight enable the Foundation’s $200 million annual grantmaking capacity.
Filoli is dedicated to nurturing and growing diversity, equity, accessibility, and inclusion in all that we do. Our core mission is to connect our rich history with a vibrant future through beauty, nature, and shared stories.
Prior to joining the Foundation, she was a Senior Research Analyst with Wetherby Asset Management. Previously, Melissa served as an Investment Professional at the Gordon and Betty Moore Foundation, Equity Research Associate at Citigroup Smith Barney, and Financial Analyst at Robertson Stephens. She received a master’s in business administration from the Stanford University Graduate School of Business and a bachelor’s degree in business administration from the University of Texas at Austin. She holds the Chartered Financial Analyst designation.
Melissa lives in San Francisco and enjoys experiencing the natural beauty and cultural amenities of the greater Bay Area.
Latinos LEAD promotes more inclusive and effective civil society organizations by preparing and recruiting Latinos for nonprofit board leadership; helping nonprofit organizations to develop governing boards that reflect their constituents; and, collaborating with partners to increase ethnic diversity in nonprofit governance.
