Associate Wealth Advisor
Leah is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions to help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Leah began her career in the financial services industry in 2013, gaining experience in various roles at Oppenheimer & Co., UBS, Morton Capital, and Wells Fargo. Leah graduated from California Polytechnic State University, San Luis Obispo with a bachelor’s in Animal Science. Outside of the office, Leah enjoys traveling, exploring the outdoors, and coaching basketball.