Melanie Yates

Melanie Yates

Director of Investment Operations

Melanie Yates was born and raised in Northern Virginia and completed her undergraduate studies at the University of Maryland and her MBA at Strayer University. Currently she resides in Southern California. 

Melanie is no stranger to working in financial services, having spent more than 14 years in the business. Melanie is a licensed Financial Services Professional.

In Melanie’s spare time she volunteers at Habitat for Humanity, Los Angeles, So Others May Eat (SOME) and supports the local March of Dimes and Toys for Tots programs. Melanie and her husband along with her two children enjoy living close to the beach.