Melissa Novak, CFA
Sr. Personal Investment Portfolio Manager / Investment Services Manager
Melissa is a founding partner and co-lead of the Philadelphia office.
She serves as a Senior Vice President and Senior Personal Investment Portfolio Manager for the greater Philadelphia area. She is responsible for the asset allocation design, portfolio construction, implementation and monitoring of multi-asset class investment programs. She is part of a team of investment, trust and banking professionals who deliver holistic wealth management solutions to Ultra High Net Worth Individuals and Families.
Melissa has over 20 years working with Ultra High Net Worth Families, Family Offices, Endowments and Foundations. Prior to joining Northern Trust, Melissa worked at Hawthorn, PNC Family Wealth where she managed $1.7 billion in assets for a limited number of families and individuals.
Melissa started her career in portfolio management with City of London Investment Management, an emerging markets asset manager. She spent time at CSFB in their private wealth practice and at a single family office managing the family’s overall asset allocation, portfolio construction and a long/short trading strategy.
Melissa earned her B.A. degree in policy studies from Dickinson College, Carlisle, PA. She also attended the University of Delaware, London, England. She has been awarded the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.
Melissa is an active member of the CFA Society of Philadelphia (CFAP) serving on the board of directors as secretary and a member of CFAP Women’s Leadership Initiative. She is on the board and the treasurer for the Career Wardrobe and active on the Dickinson College Regional Alumni Council. In her free time, she likes to golf, ski and travel.