We are thrilled to introduce Nolan: our new Associate Financial Planner at WH Cornerstone Investments! With an ambitious track record, Nolan Melo is focused on offering our clients the same dedication and knowledge that he’s brought to the table in all his academic endeavors.
Nolan joins us with an impressive background developing a keen ability to offer strategic equity recommendations as well as and successful stock pitches. He graduated with honors and Deans List from Providence Collage, where he was an active member of the CFA Society, Finance Society, Risk Management Club, Digital Asset Association, and the Student Investment Fund. Here, he gained hands-on experience in managing significant investments across the Telecom and Industrial sectors, DCF analysis, and portfolio management.
Equally as impressive is Nolan's commitment to professional development. In his free time, he has completed certifications in FactSet, Bloomberg Market Concepts, and most recently, passed the Securities Industry Essentials® (SIE®) Exam. He is currently studying for the Series 65 exam and looks to earn his CFP designation in the future.
When he isn’t working on continuing his education, Nolan likes to stay active — he enjoys golfing, playing basketball, and spending time with friends and family.
A few fun facts — Nolan:
- has a French Bulldog named Bella
- is proficient in Spanish
- hasn’t met a piece a bacon he doesn’t like
- is an avid fan of the Providence Friars and Boston sports teams and enjoys going to games
Please join us in welcoming Nolan!
Interested in an opportunity at WH Cornerstone Investments?
See our career page for roles we’re currently seeking.