Leo is the Director of Portfolio Management. As a part of the Investment Management Team, he focuses on assisting and educating financial advisors with implementing asset allocation models. Leo is a member of the Cardea Investment Committee which is responsible for monitoring and recommending changes to all of the portfolios. He also oversees trading and ensures proper and timely execution of client requests.
Leo graduated in 2010 from Dickinson College with a degree in Economics. He has the FINRA Series 65 license and also earned the AIF® (Accredited Investment Fiduciary) designation as well as the PPC® (Professional Plan Consultant) from the Center for Fiduciary Studies. Outside of work enjoys coaching baseball and basketball where he grew up playing.