Melissa Shaw-Patino

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 05/2026
  Neuberger Berman
  New York, NY
• 08/2016 → 05/2020
  Lehigh University Materials Science And Engineering
  Bethlehem, PA
• 05/2018 → 08/2018
  Lehigh University
  Bethlehem, PA
• 08/2019 → 05/2020
  The Law Office Of Mildred A. Molino
  Easton, PA
• 06/2019 → 08/2019
  Mindspan
  Shanghai
• 05/2020 → 01/2021
  Unemployed
  Pound Ridge, NY
• 06/2026 → Present
  Arete Wealth Management
  Chicago, IL
• 06/2026 → Present
  Golub Capital
  New York, NY

Previous Registrations

• 2024-03-12 → 2026-05-21
  Neuberger Berman Bd Llc
  New York, NY
  New York, NY
  Pound Ridge, NY

Other Businesses

Golub Capital, dba, Senior Associate, Wholesaling, New York, NY, 160 hours per month during trading hours, Start date: 06/2026.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-11