Leslie is the President and CEO of Optivest. She implements tactical investment strategies and monitors investment performances. With more than 30 years of investment industry experience, she works to provide the utmost care in serving her clients’ financial needs and facilitating success.
Leslie’s passion lies in fostering financial growth for successful families. She takes great pride in her ability to do more than just manage client portfolios; she works to instruct, guide, and deliver customized financial and investment insight for her clients amidst their uniquely fast-paced lives. Leslie also coaches individuals going through difficult transitions, working to build confidence, knowledge, independence and self-esteem.
Prior to joining Optivest, Leslie worked as an Institutional Sales Trader and Market Maker for several broker-dealers and has knowledge of capital markets, insider and restricted shares, and IPOs. She holds various FINRA licenses including FINRA Series 7, Series 24, Series 55, Series 63 and Series 65.
Leslie was recognized as a Wall Street Journal Woman of Note in 2015. She is a long-time member of a peer-to-peer organization for CEOs, business owners and executives where strategies for best practices in operating and exiting businesses is the focus. In addition to Leslie’s certifications in wealth management, she holds a Bachelor of Arts Degree from the University of Louisville.
Leslie is passionate about adventure travel, trekking and mountain climbing, and her involvement in philanthropic ventures.