Boston-based wealth management firm Prio Wealth has appointed Melissa Mattison as chief operating officer (COO) and chief compliance officer. Mattison will head the company’s operations, technology and compliance teams and report to CEO John Bratschi.
With more than 13 years of experience as a senior financial leader, Mattison most recently served as chief operating officer at Athena Capital Advisors where she played a critical role in driving strategic initiatives across the firm to support future growth and streamline operations. Mattison brings a wealth of experience which will help Prio Wealth to continue to expand the firm’s capabilities while continuing to provide clients with a personalised experience.
“Earlier this year we announced our company rebrand as a sign of our firm’s evolution, and this strategic new hire is another example of how we are laying the groundwork for future growth so we can continue to serve clients for the next 30 years,” says Bratschi. “I’m thrilled to welcome Melissa to the team and I know she will be an incredible asset to the Prio Wealth team.”
Playing an integral role on the senior leadership team, Mattison will focus on driving strategic initiatives across the firm for greater efficiency. Additionally, she will look to leverage additional technologies to support the company’s mission in creating a collaborative planning process with clients while utilising a digital experience.
“Prio Wealth’s modern, holistic approach to incorporate client’s individual values and priorities into their financial plan is refreshing,” says Melissa Mattison. “I could not be more excited to join this innovative leadership team who are changing the advisor/client relationship. I look forward to applying my experience driving strategic initiatives and fulfil the firm’s mission.”