Leslie focuses on all aspects of private wealth management, specifically investments, multi-generational estate planning, insurance, liability management and philanthropy. Additionally, she provides cash management, executive compensation and captive insurance company asset management to corporate clients.
Leslie joined UBS in 2006 and has 30 years of experience in the financial services industry, with roles in banking, consulting and private equity. She has held leadership positions in national ESOP organizations, including nine years on the Board of Governors of The ESOP Association and past Chairman of the Finance Committee. She also served for six years on the board of the National Center for Employee Ownership, where she served as Chairman for two years. In 2014, Leslie was elected Treasurer of the Ohio Captive Insurance Association. She is also on the Advisory Board of the Columbus Foundation, a member of The Association for Corporate Growth and a member of Women for Economic and Leadership Development.
A frequent speaker on employee ownership, one of her most notable engagements included teaching the MBA Capstone class in the Fall of 2014 at the prestigious University of Oxford in the United Kingdom.
Leslie's personal interests include art, traveling, golf and swimming. She is also an active supporter of the Leukemia & Lymphoma Society and the Susan G. Komen Breast Cancer Foundation.
Industry achievements:
- Barron's Top 1,200 Financial Advisors, 2018-2021
- Barron's Top Women Financial Advisors, 2016, 2021
- Forbes America's Top Women Advisors, 2017 - 2021
- Forbes Best-in-State Wealth Advisor, 2018-2021
- Forbes Top 200 Women Advisors, 2017
- Financial Times Top 400 Financial Advisers, 2017 - 2018
- WealthManagement.com Top 50 Wirehouse Women, 2015
Education:
- Securities licenses: Series 7 and 66
- Insurance licenses: Life, Health, Variable Annuity, Variable Life and Long Term Care
- B.B.A., Finance, University of Toledo
Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV