At Corrado-Harrison and Associates, we recognize that the affluent individuals, families, and businesses with whom we work face opportunities and obstacles that reflect their individual attainments. These unique and specific needs are what drive us to deliver specialized strategies and personalized service to each of our clients. Our team offers extensive experience in strategic financial planning as well as a particular expertise in guiding clients through crucial liquidity events.
While capital preservation and risk management are the cornerstones of our approach to wealth management, individual attention, precise insight and extensive knowledge are the foundation of our practice.
For more than 20 years, 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.
Melissa has received a number of national accolades for excellence as a financial advisor, including being named to the Forbes "Top 200 Women Advisors" 2017, 2018, and 2019, Forbes "America's Top Women Advisors" 2018, Forbes "Best-In-State Wealth Advisors" 2018, 2019, 2020, as well as Barron’s "Top 1,000 Financial Advisors" lists in 2009, 2010, 2011, 2012, and 2013. In addition to recognizing her as the number one Advisor in Colorado in 2013, Barron’s also named Melissa one of the “Top 100 Women Advisors” in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, and 2019, one of the "Top 1,200 Financial Advisors" in 2014, 2015, 2018, and 2019, and Top 5 Advisors in Colorado, 2014, 2015, 2019, and 2020 (as defined by Barron's Top 1,200 Financial Advisors state-by-state ranking). Together, these nods have landed her in Barron's Hall of Fame. Registered Rep magazine also named her to its "Top 50 Woman Financial Advisors" lists in 2011, 2012 and 2013.
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Gregory Charles Richardson, CPWA®
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. As a Certified Private Wealth Advisor® (CPWA®) designee, 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 board member of Save Our Youth, an outreach program that pairs at-risk youth with nurturing adult mentors. He, his wife, Lynette, and their three daughters live in Englewood, Colorado.
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Chris is responsible for articulating and delivering comprehensive, research-driven advice to UBS's
ultra-high net worth (UHNW) clients. Leveraging the global resources of the firm, he specializes in
asset allocation and portfolio construction including customized, product neutral solutions across
all asset classes to meet their financial goals.
He received his B.A. from Susquehanna University and holds his Series 7 & 66 licenses. He also
holds the Certified Investment Management Analyst (CIMA®) designation.
Chris has over seventeen years of experience within the Financial Services Industry, fifteen of
those at UBS. He has held various roles at UBS including: Product Management and Development, Sales
Support, Branch Management and Direct Sales. For the past 7 years he has served as a Senior
Portfolio Strategist for the Portfolio Advisory Group servicing the firms UHNW clients.
In 2013, completed the UBS Americas Ascent program - a targeted cross-business top talent program
aiming to develop high potential talent and future leaders in the organization.
UBS Financial Services Inc. is a subsidiary of UBS AG.
Portfolio Advisory Group
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.
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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.
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Shannon began her financial services career in Chicago nine years ago as a licensed personal banker with J.P. Morgan. From there she transitioned to more investment focused roles in brokerage services, equity trading, and client services. Joining UBS in Denver in 2016 as a Senior Client Service Associate, Shannon helps facilitate clients' daily operational requests, administer new accounts, and process complex securities transactions. Shannon graduated from the University of Wisconsin-Whitewater with a bachelor's degree in International Studies and Public Diplomacy, she holds the Series 7 & 66 licenses and recently obtained her Certified Private Wealth Advisor® (CPWA®) designation . Outside of the office she and her husband try to take advantage of all of the outdoor activities Colorado has to offer including hiking, camping, running, and more.
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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.
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As early as he can remember, Eric has been intrigued by finance and the stock market. This interest was heightened in college, leading him to a career in the financial services industry. As a Registered Client Service Associate, Eric provides comprehensive client service in all aspects of account administration and operations. He supports the team in their daily business practices and is committed to the highest level of client service. Prior to joining UBS in 2018, Eric was a Registered Client Associate with Morgan Stanley. Through his experiences in wealth management and banking, he has learned the importance of working closely with clients and building long-term relationships.
Eric earned a B.S. in business and technology from Stevens Institute of Technology, where he competed in lacrosse and soccer for the school. He holds the Series 7, 63 and 65 securities licenses. Beyond his love of sports, Eric enjoys hiking, photography, traveling, creative writing and attending concerts.
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