Brian Leach

Gestore di Portafoglio-Azioni presso

Focus Partners Wealth LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Brian Leach

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	01/02/2022

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Precedenti posizioni note di Brian Leach

Società	Posizione	Fine
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

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Aziende private	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