Chartered Institute for Securities & Investment
Client Senior Manager
After joining Brown Shipley in 2017, Leo now manages a broad range of portfolios for high net worth individuals, family trusts, pensions and corporate clients. He started his career in 2006 for Citigroup Smith Barney in the US and more recently worked as a portfolio manager for Quilter Cheviot and AFH Wealth Management. Leo holds the CISI Chartered Wealth Manager qualification.