Experience

For nearly three decades, ultra-high-net-worth individuals, families and corporations have relied upon Melissa Corrado-Harrison for customized strategies to address their complex wealth management needs. Melissa’s background in long-term planning and strategy accounts for her strong emphasis on wealth preservation and conservative, controlled growth. As the leader of an elite team, she directs the practice's portfolio management activities, oversees liquidity-event and IPO planning strategies and partners with clients and their attorneys to develop comprehensive estate plans. After graduating from the University of Colorado in 1993, Melissa began her career in the Family High Net Worth Planning division of Merrill Lynch, where her responsibilities included asset management, pre-and-post IPO planning, mergers and acquisitions, single stock strategies, estate planning strategies, and tax minimization strategies. In 2001, Melissa became a Private Wealth Advisor within Merrill Lynch's Private Banking and Investment Group. She joined UBS in 2015. 

Locally, Melissa serves on the Board of ACE Scholarships.

With over two decades of wealth management experience, Greg Richardson is the primary fixed income strategist for the team. He constructs and manages client bond portfolios and directs liability management for client balance sheets.

Greg began his career in 1992 at Norwest Investment Services, Inc (now Wells Fargo), where he built, implemented, and managed fixed income portfolios for affluent families and large institutions. Greg is especially attuned to the needs of ultra-high-net worth clients. He continues that focus today at UBS, after 15 years as a Private Wealth Advisor with Merrill Lynch.

Greg holds an M.B.A. with specializations in finance and accounting from Regis University and a Bachelor’s degree in finance from The University of Arizona. Active in the Denver community, Greg is a past board member of Save Our Youth, an outreach program that pairs at-risk youth with nurturing adult mentors. He and his wife Lynette have three grown daughters.

In his role as Senior Wealth Strategy Associate for the team, Ian focuses primarily on portfolio analysis and implementation, tax analysis and individual stock research. His analyst positions at both Wells Fargo Energy Capital and Wells Fargo Oil and Gas, as well as at Experis Financial, have served him well as a critical thinker and risk manager for Corrado-Harrison and Associates.   

A Colorado native, Ian earned his B.A. in business administration/finance from Colorado State University, Fort Collins.

Over her 20 year career, first at Merrill Lynch and now at UBS, Kiki Shreeve has become an expert in the logistics of the financial services industry.  Additionally, she was responsible for initial and ongoing training for all of the client associates within her office.  She leverages this experience today, as the team's Team Administrator, as she oversees all administrative details and operational functions, including bank support, online account access assistance and statement reviews. 

Kiki graduated summa cum laude from Metropolitan State University of Denver with bachelor's degrees in both Business Management and Finance.  She holds the Series 7 and 66 licenses and became a Certified Financial Planner™ in 2018.

Kiki is a Colorado Native.  Outside of the office she enjoys water sports, live music and spending time with her husband and daughters.

With a passion for making a difference in the lives of clients, Stacey uses his deep analytical skills to assist the team in all aspects of security research. He conducts macroeconomic, geopolitical and market research and supports the development of asset allocation models and customized solutions for client portfolios. Prior to joining Corrado-Harrison & Associates in 2017, Stacey was an intern with the UBS Houston Private Wealth Management office. There he gained his first exposure to capital markets and the alignment of thoughtful investment strategies to address the unique needs of clients.

Stacey earned an M.S. in finance from the University of Texas at Austin and a B.S. in economics from Texas A&M University. He holds the Series 7 and 66 securities licenses. Stacey volunteers his time to educational reform and homeless organizations. He enjoys supporting Denver sports, snowboarding and hiking with his dog, Knox.

Avanti moved to Colorado in 2021 and is originally from Atlanta, Georgia. Her financial services career began in 2016 with Goldman Sachs, and she later transitioned to working with several teams at Merrill. Most recently, she came from Merrill's Private Wealth Management division, which is where she gained experience servicing ultra-affluent clients and catering to their unique, complex financial needs. In addition to the Series 7 & 66 licenses and the Accredited Wealth Management Advisor (AWMA ®) designation, Avanti holds a CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She is a graduate of Emory University and had double-majored in International Affairs and French. In her free time, she enjoys yoga and various forms of dance.

Stephen’s main goal in his personal and professional life is to have a positive impact on the people around him. Stephen grew up in Connecticut and graduated from Eastern Connecticut State University. His love of the outdoors drew him to the mountains of Colorado where he lived from 2004 until 2010, before relocating to Denver.  Stephen followed up with 10 years of experience as a licensed Private Client Banker with JPMorgan Chase. Joining UBS in August of 2022 as a Client Service Associate, Stephen utilizes his skillset to make a lasting difference in our client’s lives. Some of his favorite activities include camping, skiing, and enjoying a concert with his girlfriend.

Heidi began her career in the financial services industry in 2004.  Heidi takes great pride in the many responsibilities she has, and she particularly enjoys the areas of financial planning, insurance planning, and client service. Heidi has created multi-generational relationships by helping clients recognize and achieve their financial goals through comprehensive financial planning. Heidi holds a bachelor's degree in Business Management with an emphasis in Organizational Leadership from Colorado State University. She holds a Series 7, Series 66 and a Life and Health Insurance License.

When Heidi is not at work or spending time with her family, she enjoys being active. Heidi loves the outdoors and has a particular passion for the friends, fitness, and camaraderie found within her CrossFit fitness group.

Originally from Illinois, Georgia made her way to Colorado in 2016 to attend Colorado State University. She graduated Cum Laude with a B.S. in Human Development and Family Studies. Her experience as an elementary teacher and Executive Assistant has equipped her with the skillset to support the team’s advisors, analysts, and administration with efficiency and organization. Outside of work, Georgia enjoys traveling, reading, water sports, and spending time with friends and family.