Senior Vice President–Wealth Management
Certified Investment Management Analyst®
Leland is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 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 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 organization's 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.
Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present
Hometown
Duxbury, MA
Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas
Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines
Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."
My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach
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 is a Partner with The Capitol Group. Leland joined UBS Financial Services, Inc. in August of 2002, as a Financial Advisor. Leland has over 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 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 organization's 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.
Professional Experience
• Financial Advisor, UBS Financial Services, Inc., 2002-Present
Hometown
Duxbury, MA
Alma Mater Teams
Northwestern Wildcats, Vermont Catamounts & Georgetown Hoyas
Interests
• Time with family
• Skiing
• Cycling
• Tennis
• Golf
• Cooking on the grill
• Discovering new wines
Why I Do What I Do
"I am excited to be a part of a team of advisors committed to driving positive change for clients. We have a real opportunity to shape our business by creating better outcomes for retirees."
My Philosophy on Client Service
"There are no traffic jams along the extra mile." - Roger Staubach
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.
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