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In March 2023, Leo joined LCP Institutional as Senior Investment Analyst. He is responsible for all things investment related including research, manager due diligence, and servicing clients. Leo performs asset allocation/cash flow studies as well as helping trade client accounts.
Previously in his career, Leo served as Senior Portfolio Analyst, where he focused on assisting and educating financial advisors with implementing asset allocation models. In this role he was involved in the investment research process as well as oversaw the trading department. He has over 11 years of experience in the investment industry.
Leo graduated in 2010 from Dickinson College with a degree in Economics. He has the FINRA Series 65 license and also earned the AIF® (Accredited Investment Fiduciary) from the Center for Fiduciary Studies. Outside of work Leo enjoys coaching baseball and basketball where he grew up playing.
LCP Institutional, LLC (LCPI) registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 470-326-7920 or by emailing contact@lcpi.com
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