Brian Edward Leach
Portefeuillebeheerder-Aandelen bij The Colony Group LLC
Profiel
Mr. Brian E.
Leach, CFA, is a Senior Portfolio Manager at The Colony Group LLC.
He brings over 20 years of experience serving high net-worth individuals, families, entrepreneurs, and institutions across a wide range of investment and wealth management strategies.
Prior to joining Colony, Mr. Leach worked for Sterling Capital Management as a portfolio manager in their Washington D.C.
private client office.
Previously, he was a portfolio manager and partner at Neville, Rodie & Shaw, a registered investment advisor in New York City.
He received his B.A.
in Public Policy Studies from Duke University.
He holds the Chartered Financial Analyst designation.
Actieve functies van Brian Edward Leach
| Bedrijven | Functie | Begin |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portefeuillebeheerder-Aandelen | 01-02-2022 |
Eerdere bekende functies van Brian Edward Leach
| Bedrijven | Functie | Einde |
|---|---|---|
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Analyst-Equity | 31-12-2012 |
Opleiding van Brian Edward Leach
| Duke University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Finance |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
