Melanie Santos

Melanie Santos is an Analyst at Everett Harris & Co., a prominent investment advisory firm based in Los Angeles, California. In her capacity at the firm since 2018, she specializes in providing financial analysis and investment recommendations for high-net-worth individuals, charitable organizations, and select corporate accounts. Her core responsibilities include portfolio construction, asset allocation, and conducting research across various asset classes to guide client investment strategies.

Melanie focuses on diversified asset allocation across equities, fixed income, and alternative investments, with a particular emphasis on wealth preservation and long-term growth for retirement and philanthropic accounts. She applies data-driven analysis to identify opportunities and manage risk, tailoring investment solutions to each client’s objectives.

She holds an MBA from Columbia Business School and graduated cum laude with a BS in Management Engineering from Ateneo de Manila University. Melanie’s rigorous academic background, coupled with her expertise in investment analysis, underpins her contributions to the firm’s investment strategy and client success. Her achievements include shaping portfolio models for multimillion-dollar accounts and supporting the firm’s advisory team as part of a select group of financial planners at Everett Harris & Co..