Senior Vice President–Wealth Management
Certified Investment Management Analyst®
Leland joined UBS Financial Services Inc. in August of 2002, as a Financial Advisor. He is a graduate of Northwestern University and obtained his MBA from Georgetown University’s McDonough School of Business with a concentration in portfolio management and investments. Leland also is a Certified Investment Management Analyst® designee.
Leland has 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager research and due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organizations investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.
WHY I DO WHAT I DO
I am excited to be a part of a team of advisors committed to changing the retirement plan industry for the better. We have a real opportunity to change the shape of our industry by creating better outcomes for retirees.
MY PHILOSOPHY ON CLIENT SERVICE
"There are no traffic jams along the extra mile."
- Roger Staubach, Former Dallas Cowboy Quarterback
WHAT I LOVE ABOUT THE CAPITOL GROUP
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at The Capitol Group.”
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Certified Investment Management Analyst®
Leland joined UBS Financial Services Inc. in August of 2002, as a Financial Advisor. He is a graduate of Northwestern University and obtained his MBA from Georgetown University’s McDonough School of Business with a concentration in portfolio management and investments. Leland also is a Certified Investment Management Analyst® designee.
Leland has 20 years of experience building and nurturing relationships with non-profits, foundations, endowments, and retirement plans. Leland has extensive experience in developing investment policy statements, asset allocation modeling, investment manager research and due diligence, portfolio analysis, portfolio reporting, risk management, and portfolio construction. His institutional clients include pension plans, foundations, endowments and corporate benefit plans.
Leland is available for trustee education meetings and will work with you to identify strategies to achieve your organizations investment goals. We believe in taking an active role in helping to shape and execute an investment plan, and have a great deal of experience integrating our services with those provided by your other professional relationships.
WHY I DO WHAT I DO
I am excited to be a part of a team of advisors committed to changing the retirement plan industry for the better. We have a real opportunity to change the shape of our industry by creating better outcomes for retirees.
MY PHILOSOPHY ON CLIENT SERVICE
"There are no traffic jams along the extra mile."
- Roger Staubach, Former Dallas Cowboy Quarterback
WHAT I LOVE ABOUT THE CAPITOL GROUP
“The people we work with. I have never worked with a group of people that are more committed to doing what’s best for clients and each other. I feel like we are a family at The Capitol Group.”
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Investment Associate
Investment Associate
Team Administrator
Team Administrator
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
