Melissa K. Jones

Senior Associate, Investment Advisory at Jordan Park Group

Melissa K. Jones, CFA, CPWA® is a Senior Associate in the Investment Advisory department at Jordan Park Group, where Melissa K. provides investment management and financial advice to individuals, families, and institutions who have made significant contributions to various fields. Prior to this role, Melissa K. held positions at City National Rochdale, Trail Mavens, Loomis, Sayles & Company, Wells Fargo Funds Management, LLC, and Wells Capital Management. Melissa holds Bachelor's degrees in Business Administration and English Literature from the University of California, Berkeley.

Links

Previous companies

City National Rochdale, LLC logo
Wells Fargo logo
Loomis Sayles logo

Timeline

  • Senior Associate, Investment Advisory

    June, 2022 - present