Melissa Wedel

Corporate Officer/Principal at

CFA Society of San Francisco

Finance

Consumer Services

Commercial Services

Profile

Melissa Wedel is Immediate Past President at CFA Society of San Francisco and an Analyst at UBS Securities LLC starting in 2026.
Former roles include Vice President at JPMorgan Securities LLC from 2012 to 2026, Principal at AssetMark, Inc., and Research Analyst at Litman Gregory Wealth Management LLC from 2002 to 2012.
Education includes an undergraduate degree from the University of Miami.

Melissa Wedel active positions

Companies	Position	Start
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Corporate Officer/Principal	-
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2026-06-30

All active positions of Melissa Wedel

Former positions of Melissa Wedel

Companies	Position	End
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2026-02-28
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Corporate Officer/Principal	-
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Analyst-Equity	2012-08-31

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Linked companies

Private companies	6
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
JPMorgan Securities LLC JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Litman Gregory Wealth Management LLC Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies.	Finance
University of Miami University of Miami Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AssetMark, Inc. AssetMark, Inc. Investment ManagersFinance AssetMark offers a wide array of investment products, and hence the investment strategies used to implement these products vary. In general, the firm offers a variety of risk profiles for each of its investment products, in which the levels of risk seek to accommodate a wide spectrum of clients. The strategy for varying the level of risk taken in each product is to offer greater levels of risk management for products that seek higher levels of protection.	Finance
CFA Society of San Francisco CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services Provides educational services	Commercial Services