Melissa Olszak, CFP®, CFA
Managing Director
Private Client Group
Portsmouth, NH
As a Managing Director in the Private Client Group, Melissa works with ultra-high-net-worth families on wealth strategy and execution, covering all financial aspects, from estate and tax planning to insurance strategy and cash flow forecasting, to help meet each client’s unique financial objectives.
“I feel fortunate to have spent my entire career in this industry, working alongside families who inspire and challenge me every day.”
She is energized by partnering with families and helping them navigate their personal and financial goals.
Experience
- 20+ years serving ultra-high-net-worth families
- Partner at Lake Street Advisors (acquired by SCS via acquisition in 2025)
Education & Credentials
- B.S. in Finance, Bentley University
- MS in Financial Planning with a certificate in Tax
Beyond SCS
Melissa spends time with her family, dog, and she enjoys baking and gardening.
