Leslie services client relationships and works closely with the investment management team to provide the optimal client experience. She is involved in preparing and analyzing client wealth plans as part of our financial planning process. Leslie has fifteen years of financial services experience.
Professional Designations
Chartered Financial Consultant®, Accredited Estate Planner®
Education
University of Delaware, B.S., Business Administration: Management and Marketing
Read more about Leslie
What do you enjoy most about working at Modera?
The team atmosphere. It’s great to work with like-minded individuals who are encouraging and help you strive to make the most of your skill set.
When you're not working you're...?
Spending time with family. I am fortunate to have much of my family close by. My family and I also enjoy spending time at the shore and having fun in the waves and sand.
Where did you grow up? Where do you live now?
I grew up outside of Philadelphia and reside 2 miles from my childhood home. My husband and I both love the area we grew up in and wanted our children to experience the same.
How do you caffeinate?
Iced coffee and iced tea, but never past 3pm or I’ll be up all night.