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Kristie Leslie is a registered investment advisor representative with Aristotle Capital Management, LLC. She holds the Series 63 and Series 65 licenses. Kristie has over 15 years of experience in the financial services industry. Previously, Kristie worked at Morgan Stanley Smith Barney LLC in New York, NY. Kristie is committed to providing her clients with personalized financial advice and guidance. She specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/06/2025 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
Active
Inactive
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