Let's move forward. Together.

The Leonard-McDevitt Sustainable Investment Group

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kathleen Leonard

    Kathleen Leonard

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      Kathy has been specializing in Socially Responsible Investing since 1983. Prior to working at UBS, she founded and managed The Center for Responsible Investing for 12 years. Before that she worked at EF Hutton and Shearson.Kathy was honored to be the only advisor invited to join the Sustainability Council at UBS. The international group reports to our board of directors, consisting of key employees that are dedicated to assisting UBS in its strong commitment to corporate responsibility.

      We are proud of the fact that our clients have committed a significant portion of their portfolios to community investing and that Kathy has been recognized by the Calvert Foundation as Community Investing Advisor of the Year in 2003 and 2004.

      Ms. Leonard is currently a trustee at The Boulder Community Foundation. Before that she was a trustee for US Social Investment Forum Board (USSIF), the social investing industry trade association, There she served as the SIF's chair for the annual SRI in the Rockies Conference for three years and was the president of the Social Investment Forum's Foundation. Kathy was also a founding member of the Colorado chapter of Business for Social Responsibility (BSR).She served as the chair for the BSR Colorado Chapter board and has also served on the board of etown. In addition, Ms. Leonard has served on the finance and investment committees of a number of local and national nonprofit organizations and has spoken at numerous conferences on impact investing.

        • Rhodes College, bachelor's degree in Business Administration
        • Senior Portfolio Manager
        • Wealth Advisor
      • Edward Mcdevitt

        Edward Mcdevitt III, CFA

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • ID
        • IL
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • VT
        • WV
        • WY

        Ed McDevitt has 20 years of investment experience working with institutions and individuals. Ed uses his experience to provide customized advice and sophisticated investment solutions to select individuals and families. This is done with a high standard for service and investment knowledge.

        Prior to UBS Ed worked as a Financial Advisor at Morgan Stanley. Ed began his career on the Institutional side of the industry. He was the head trader at Alson Capital a $3 billion long-short equity hedge fund. At Alson, in addition to his duties as head trader, he sat on the investment committee and was responsible for risk management. Prior to Alson Capital Mr. McDevitt worked at Goldman Sachs in the Institutional Equities Division where he advised hedge funds, pension funds and money managers on their investment strategies. Ed began his career at Alex Brown and Sons in private client services.

        Mr. McDevitt holds the Chartered Financial Analyst designation, is a member of the CFA Institute and the Colorado Security Analyst Society. He received his Bachelors of Arts in Economics from Hamilton College and serves on the finance committee for Bridge House a nonprofit organization in Boulder, CO. He lives in Boulder, CO with his wife and two children where he is an avid triathlete having qualified for the Hawaii Ironman world championship Nine times.

        • UBS Rising Advisors, 2021
        • Hamilton College, Bachelors of Arts in Economics
        • Chartered Financial Analyst®
        • Portfolio Manager
        1801 13th Street
        Suite 100
        Boulder, CO 80302
      • Meredith Carlton

        Meredith Carlton

        Authorized Officer

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • MA
        • MD
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

        Meredith has 11 years of experience in the financial services industry. She began her career in 2008 at UBS in Austin, TX as a Client Service Associate. She later became a part of the management team working as the Complex Risk Analyst before becoming the Market Supervisory Officer for the Central Texas Market Area where she managed compliance across eight UBS branch offices. In 2017, Meredith moved to Colorado and joined the UBS Boulder office as a financial advisor.

        Meredith's background in management contributes to the team's insight on how to run an effective business. She has considerable knowledge in compliance and business risk, as well as managing processes and communication.

        Meredith grew up in Vero Beach, Florida and attended Rhodes College in Memphis, TN where she received her bachelor's degree in Business Administration. She spends most of her time outside of work with her husband, Chris, and her two young daughters. She also enjoys running outdoors and reading.

              1801 13th Street
              Suite 100
              Boulder, CO 80302
            • Pieter N. Nova

              Pieter N. Nova, CFP

              Senior Wealth Strategy Associate

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • DE
              • FL
              • GA
              • IA
              • ID
              • IL
              • MA
              • MD
              • ME
              • MI
              • MN
              • MO
              • NC
              • NJ
              • NM
              • NY
              • PA
              • RI
              • SC
              • TN
              • TX
              • VA
              • VT
              • WY

              Providing a positive difference
              Pieter began working at UBS as an intern his sophomore year at Villanova University, a job he enjoyed and continued throughout his college career. After graduating with a B.S. in Mathematics, he held various positions in both the finance and technology sectors, gaining experience in both client service and client acquisition. He joined UBS in a full-time capacity in 2015.

              Pieter has earned his Series 7 and 66 securities licenses. His attention to detail is unparalleled and he serves as an excellent resource for clients looking to address any administrative tasks sent his way. He enjoys interacting with clients and believes every contact is an opportunity for providing a positive experience.

              Outside of UBS
              Pieter has an eclectic range of interests that include sustainable investing, artificial intelligence, hiking and biking. He gives back to the Philadelphia community by volunteering for CHOP (The Children's Hospital of Philadelphia) and serving at MANNA Soup Kitchen.

                • Villanova University, B.S. in Mathematics
                  101 West Elm Street
                  Suite 200
                  Conshohocken, PA 19428
                Education financing

                Education financing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                A way forward

                Understanding your life, your wealth and what you want to accomplish.

                We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                Let's talk about how we can help you plan for the life you want

                Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.3 trillion

                In invested assets globally 
                As of 12/31/2021

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager