Melinda Barton

Account Executive at Addepar

Speaker

Melinda Barton is an Account Executive at Addepar, where she partners with RIAs, multi-family offices, and single family offices as they evaluate and implement innovative wealth management technology. Prior to joining Addepar in 2023, she held multiple roles at Williams Jones Wealth Management, where she gained comprehensive experience across client service and operations. Melinda brings a deep understanding of advisor needs and the evolving technology landscape, helping firms navigate change and drive efficiency. She is passionate about empowering advisors through technology that enhances transparency, performance, and client engagement.