Melissa Goodman

Melissa leads the Private Portfolios team, delivering investment management services for wholesale clients through Individually Managed Account (IMA) structures. In this role, she combines strategic oversight with tailored portfolio construction to meet the complex and evolving needs of clients. Prior to this position, Melissa was a Private Portfolio Manager within the team, where she developed deep expertise in investment strategy and client portfolio management.

She is passionate about partnering with individuals and families to help them achieve their financial goals and live the life they choose. Melissa began her career as a financial adviser over a decade ago before transitioning into investment advice upon joining Viridian Financial Group.

Her expertise lies in building strong client relationships and delivering tailored investment solutions aligned with each client’s unique aspirations and circumstances. She is committed to empowering clients with the confidence and clarity needed to make informed financial decisions.

Melissa holds a Bachelor of Science, a Masters of Financial Planning and is an Accredited Derivatives Adviser (ADA).

Beyond her client work, Melissa is a strong advocate for improving financial literacy, particularly for women. She believes finance professionals have a responsibility to create a positive impact in the community, and that education is a powerful first step toward greater financial independence.

Since joining Viridian, Melissa has founded Pave the Way, a financial literacy initiative designed to support and empower women through education and practical guidance.