search chicago new-york san-francisco sun bank family insights pie-graph presentation loupe money-hand graph arrow-down angle-left

Melissa M. Raimundo

Vice President of Portfolio & Wealth Advisory

Melissa joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio and Wealth Advisory Directors in managing clients’ overall financial picture, including working with clients on day-to-day portfolio management matters and coordinating with external advisors.

Prior to joining BBR, Melissa spent six years working closely with High-Net-Worth individuals, families and foundations, most recently at Wells Fargo, and previously, as an analyst on the Executive Wealth Group in JP Morgan’s Private Bank.

Melissa graduated magna cum laude with a Bachelor of Arts in Economics, International Relations, and Spanish from Syracuse University. She holds a CFP® and is a member of the Portuguese American-Leadership Council of the US.

Melissa has a deep-seated passion for the philanthropic space and spends her free time volunteering as a mentor with the Minds Matter NYC Chapter, and as a Sunday school teacher at the Church of the Blessed Sacrament in Manhattan. In addition to her volunteer efforts, she enjoys traveling and spending time with her family.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more