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THE Colony Group, LLC | CFP ® (Certifications)

location

DEERFIELD, IL

0 Disclosures

ADVISOR BIO

Leigh Elisabeth Capelli is a financial advisor affiliated with The Colony Group, LLC, located in Deerfield, IL. Leigh Elisabeth Capelli is a Certified Financial Planner™ professional with more than a decade of experience in the financial services industry. Leigh Elisabeth Capelli is licensed to provide investment advice in Illinois and Missouri. Leigh Elisabeth Capelli's areas of specialization include financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Guggenheim Partners Investment Management, LLC

location

New York, NY

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Leigh Ann Poggio is a Registered Representative with Guggenheim Partners Investment Management, LLC. Leigh Ann is a seasoned professional with over 25 years of experience in the financial services industry. Leigh Ann has worked for a variety of firms, including Guggenheim Securities, LLC, Rydex Distributors, LLC, XT Capital Partners, LLC, Invesco AIM Distributors, Inc., and AT Investor Services, Inc. Leigh Ann has a diverse background in financial services, including experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Leigh Ann is a member of the Financial Industry Regulatory Authority (FINRA) and is licensed in 52 states and the District of Columbia.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS/RISK ANALYTICS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

L2 Asset Management, LLC | CFP ® (Certifications)

0 Disclosures

ADVISOR BIO

Leigh Allison Mast is a financial professional with experience in the financial services industry. Leigh is registered with L2 Asset Management, LLC and has a current registration with MA. Leigh has a strong track record of providing financial advice and portfolio management services to individuals, investment companies, and pooled investment vehicles. Leigh has also held positions with Principal Life Insurance Company, Princor Financial Services Corporation, Peppino's Downtown, and Voisard Asset Management.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Chatham, NJ

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Leigh Russo is a financial advisor with Mariner Wealth based in Chatham, NJ. Leigh holds several licenses including Series 7, 63, and 65. Leigh has over 18 years of experience in the financial services industry. Previously, Leigh was a registered representative at Cambridge Investment Research, Inc. and NYLIFE Distributors LLC. Leigh is also a Certified Financial Planner. Leigh specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Leigh offers financial planning, educational seminars, and family office services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Beacon Pointe Advisors, LLC | CFP ®,CFA ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Leigh Moglia is a financial advisor with Beacon Pointe Advisors, LLC, a firm with offices in Newport Beach and New York. Leigh has been a financial advisor since 2007. Leigh has a variety of experience in the financial services industry, including working at Morgan Stanley, Citigroup Global Markets Inc., Lebenthal & Co., LLC and Purshe Kaplan Sterling Investments. Leigh is a Certified Financial Planner and a Chartered Financial Analyst. Leigh specializes in portfolio management, financial planning, and pension consulting for individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Dimensional Fund Advisors LP | CFA ® (Certifications)

location

AUSTIN, TX

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Leighton Erskine is a financial advisor with over 19 years of experience in the industry. Leighton has been with Dimensional Fund Advisors LP since June 2007. Leighton holds a Series 7, Series 24, and Series 63 license. Leighton has a history of working with a variety of clients including high-net-worth individuals, insurance companies, investment companies, charitable organizations, pooled investment vehicles, state or municipal government entities and sovereign wealth funds.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

MAI Capital Management, LLC | CFP ® (Certifications)

location

Charlotte, NC

0 Disclosures

ADVISOR BIO

Leila Taratus Evans is a financial advisor with MAI Capital Management, LLC. Leila has been in the industry since 1997. She previously worked at Capital Guardian, LLC and Stanford Group Company, among other firms. Leila's experience includes working with clients of all types, including individuals, families, businesses, and institutions. Leila is a Certified Financial Planner, and she has specialized experience in investment planning, retirement planning, and estate planning. Leila is registered with the state of North Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
DUE DILIGENCE/RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MIDLAND, TX

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Leitasha Elizabeth Rodriguez is a registered representative with RBC Capital Markets, LLC. Leitasha has been in the industry since January 23, 2024. Leitasha is registered with the state of Texas and holds the Series 7TO, Series 66 and SIE licenses. Leitasha's branch office is located in Midland, Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

0 Disclosures

ADVISOR BIO

Leiya Grace Istambouli is a registered representative with Lord, Abbett & Co. LLC. Leiya has been in the industry since August 2024. Leiya has passed the Series 7TO, SIE and the Uniform Combined State Law Examination. Leiya's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Leiya is registered with the state of New Jersey.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Atlanta, GA

0 Disclosures

ADVISOR BIO

Lekesha Antoinette Hall is a registered Investment Advisor Representative with Mariner Wealth. Lekesha has been in the financial industry for over 17 years. Previously, Lekesha was employed by Truist Investment Services, Inc. She has a Series 7, 63 and 66 license. Lekesha holds the Securities Industry Essentials Examination (SIE) license and provides financial planning and portfolio management services to individuals and businesses. She is also involved in the real estate industry and is the organizer of the Soyful Bliss Candle Company. Lekesha focuses on providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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