Melissa Glennie

Melissa Glennie

Chief Compliance Officer, Chief Financial Officer

 

Making sure every decision that CMA makes is the right one

Years in the industry: 30

Years with CMA: 27

Licenses and Education: Series 4, 7, 24, 28, 53, 63, 65

Melissa empowers everyone at CMA to create the best outcomes for clients. Having worked in the finance industry for three decades, she’s well suited for the heavy load of responsibility that she bears.

As CCO, she oversees and ensures compliance with laws, regulatory requirements, policies, and procedures. In other words, Melissa nails the important legal details so that each client can confidently turn to CMA with their assets.

Contrast this with her responsibility of being CFO, where she oversees major decisions, helps with financial planning, as well as analyzing what’s possible for CMA.

Thanks to her ability to care for major fundamentals while also ensuring technical and legal requirements are met, CMA’s excellent compliance record is maintained while the very best decisions are made for our clients.

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck