Leo joined the firm in 2010 first as an intern and transitioned into a full-time Portfolio Analyst role before becoming 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, if necessary, to the Cardea model portfolios. Leo also oversees trading, ensuring proper and timely execution of client requests.
Leo graduated in 2010 from Dickinson College with a degree in Economics. He has successfully passed the FINRA Series 65 exam 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.