Prio Wealth Appoints Melissa Mattison Chief Operating Officer

BOSTON, Dec. 18, 2018 /PRNewswire/ -- Prio Wealth, a Boston based wealth management firm, today announced the appointment of Melissa Mattison as chief operating officer 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 personalized 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," said John Bratschi, CEO at Prio Wealth. "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 utilizing a digital experience. 

"Prio Wealth's modern, holistic approach to incorporate client's individual values and priorities into their financial plan is refreshing," said 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 fulfill the firm's mission."

For more information about Prio Wealth, or to speak with Melissa Mattison, please contact [email protected].

About Prio Wealth:
Prio Wealth, a Registered Investment Adviser (RIA) firm based in Boston, MA, has been helping clients prioritize their financial and life goals for thirty years. Using a disciplined and collaborative process, Prio provides individuals, families and non-profit organizations with personalized wealth management and planning services. Additional information is available at www.priowealth.com.

SOURCE Prio Wealth

Related Links

http://www.priowealth.com

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