OUR TEAM

Leo is the Founder and CEO of Verdence, providing proven expertise to advise ultra-high net worth family office, executives, entrepreneurs, and professional athletes on an array of complex, custom financial solutions. Leo specializes in business strategy, business succession, liquidity event planning, estate planning, philanthropy, and OCIO (Outsourced Chief Investment Officer) services. His perspectives and business philosophies are featured regularly as a contributor on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors. He was formerly a Managing Director at Merrill Lynch. Leo began his career in the financial industry in research at Bloomberg, LP.