Melissa A. Warwick, CFA

Investment Advisor / Operations Manager

Melissa Warwick is an Investment Advisor and Operations Manager at Rathbone Warwick and has been with the firm since 2007.  Overseeing everything from firm administration, portfolio trading, and human resources. Melissa is an active member in her church where she serves as youth pastor, board member, leads financial stewardship courses, and volunteers annually as a camp counselor for her church’s summer camp.

A lifelong resident of the Treasure Valley, Melissa was honored in 2009 as an outstanding graduate in the Finance Department and received a degree in Business Administration in Accountancy and Finance from Boise State University. In 2011, Melissa completed the Certified Public Accountant (CPA) exam (non-practicing) and earned her Chartered Financial Analyst® (CFA®) designation in 2014.  Melissa is a member of both the CFA Institute and the CFA Society of Idaho. Melissa cherishes time spent with her friends and family, and she enjoys cheering on the Boise State Broncos.

 

Email Melissa at melissa@rathbonewarwick.com