Leslie is the Chief Investment Officer and Chief Compliance Officer of Optivest Wealth Management. Leslie is responsible for implementing investment strategies and investment performance monitoring.
Working closely with Mark Van Mourick, Leslie employs 25 years of investment experience in managing investment portfolios for Optivest clients to achieve the high level of personalized attention the firm strives to attain.
Prior to joining Optivest, Leslie worked as an Institutional Sales Trader and Market Maker for several Broker/Dealers and has knowledge of both capital markets and of insider and restricted shares, IPOs. Leslie holds various FINRA licenses including FINRA Series 7, Series 24, Series 63 and Series 65. She holds a Bachelor of Arts Degree from the University of Louisville. Leslie was recognized as a Wall Street Journal Woman of Note in 2015.
Meet Our Other Staff Members:
Mark Van Mourick
Bart Zandbergen
Stella Choi
Dee Cinquegrani
Leon James
Glori Crumpley
Ashlee Enzensperger
Shannon Kavlich
Lisa Rae