Melody-Anne Legaspi

Operations Associate

   

Melody-Anne (Melody) Legaspi joins our team with over 19 years of experience in the investment industry.  She is well versed in all aspects of back-office operations, with special interest in trust administration.  She has a keen attention to detail and prides herself in establishing and nurturing client relationships.  Previously, she worked for local RIA firms in the Pasadena area, where she attended to high net-worth clients and foundations.
 
Melody grew up in Eagle Rock, CA and still calls it home.  A graduate of Mount St. Mary’s University with a double major in Accounting and English Literature, Melody was awarded magna cum laude in 2002.  Melody is married to Marco, also a native of Eagle Rock, and they have four children (and two fur babies, Mango and Mochi).  As a family, they love to travel, explore new destinations, and visit Disney parks.   When she’s not at a volleyball game cheering for her kids, she enjoys catching up on K-drama shows.