Melissa Masterson-Kellenberger joined Castle Wealth Management in March 2020 as a Portfolio Manager.
She has a diverse background in financial services having worked in both private wealth and institutional settings at firms such as Fidelity Investments, Deutsche Bank, Bank of America, and Brighthouse Financial. Prior to relocating back to Florida, Melissa provided advisory consultation services in Charlotte, North Carolina, where she held the position of Outlook Chair with CFA Society of North Carolina. Melissa holds a Bachelor of Arts in Special Education from the University of North Florida and became a CFA® Charterholder in 2017.
Melissa’s professional focus areas include portfolio management strategies, advisory consultation services, as well as integrating technology to enhance the client experience. She considers herself a lifelong learner and believes that staying current on broader industry trends is essential for long-term success in a rapidly changing landscape.
Melissa is originally from Coral Springs, Florida, and returned to the area in 2019. She currently resides in Palm Beach Gardens with her husband and is an active member and current Programs Director of CFA Society of South Florida. Outside of work, Melissa enjoys ballet, travel, and spending time with family and friends.