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Brian Leach
Portefeuillebeheerder-Aandelen bij
Focus Partners Wealth LLC
Profiel
Mr. Brian E.
Leach, CFA, is a Senior Wealth Advisor at Focus Partners Wealth 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 the firm, 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 Leach
| Bedrijven | Functie | Begin |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Portefeuillebeheerder-Aandelen | 01-02-2022 |
Eerdere bekende functies van Brian Leach
| Bedrijven | Functie | Einde |
|---|---|---|
Neville, Rodie & Shaw, Inc.
 Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Analyst-Equity | 31-12-2012 |
Opleiding van Brian Leach
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
14
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Finance |
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
