About Melissa
Each member of the team at Waldron aims to leverage their unique skillset and experience to help our clients solve their immediate challenges and achieve their long-term goals.
This week, we turn the Spotlight on Melissa Lamb. Melissa is the Director of Waldron’s Client Service department. At Waldron, Melissa specializes in managing the Client Service department, focuses on expanding the Client Service team in all of Waldron’s office locations, and continuously producing process improvements.
For more than 15 years, Melissa has been helping entrepreneurs, and their families simplify their financial lives. She enjoys building long-term relationships with clients as she continues to serve them.
Spotlight Questions
- Why did you join Waldron?
- I joined Waldron because of the incredible people I met during the interview process. Workplace culture plays a vital role in job satisfaction and fulfillment, and it was clear to me that Waldron fosters an exceptional environment for their team members.
- What is the best advice you have ever received?
- “Growth begins at the edge of your comfort zone”
- What is something people would be surprised to learn about you?
- Something people might be surprised to learn about me is that I speak Spanish fluently. My mother is from Nicaragua, and when I was two years old, my grandparents immigrated to the U.S. and helped raise me. Growing up, Spanish was a big part of my daily life—I listened to music and watched TV shows in Spanish, read newspapers and magazines, and even tuned into the Dodgers radio broadcast in Spanish with my Grandpa! Those experiences not only shaped my language skills but also deepened my connection to my heritage.
- What is your favorite memory since working at Waldron?
- I have so many great memories from my time at Waldron, but one of my favorites must be our “Best Pop-Tart Flavor” competition. It all started as a casual office debate about everyone’s favorite flavor, which quickly turned into a full-blown taste test. Everyone brought in a box of their favorite or the most unique flavors they could find, and we had a blast sampling them all. While we may have ended up with a few stomachaches, the fun and laughter made it all worth it!
- What do you find most rewarding about working at Waldron?
- The most rewarding part of working at Waldron is building relationships. I truly enjoy collaborating with my colleagues and connecting with our clients, making each day both meaningful and fulfilling.
Waldron Private Wealth (“Company”) is an SEC registered investment adviser with its principal place of business in the Commonwealth of Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For information about the Firm’s registration status and business operations, please consult Waldron’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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