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Brian Edward Leach
Portfolio Manager-Equities at The Colony Group LLC
Profile
Mr. Brian E.
Leach, CFA, is a Senior Portfolio Manager at The Colony Group LLC.
He brings over 20 years of experience serving high net-worth individuals, families, entrepreneurs, and institutions across a wide range of investment and wealth management strategies.
Prior to joining Colony, Mr. Leach worked for Sterling Capital Management as a portfolio manager in their Washington D.C.
private client office.
Previously, he was a portfolio manager and partner at Neville, Rodie & Shaw, a registered investment advisor in New York City.
He received his B.A.
in Public Policy Studies from Duke University.
He holds the Chartered Financial Analyst designation.
Brian Edward Leach active positions
Companies | Position | Start |
---|---|---|
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Portfolio Manager-Equities | 2022-01-31 |
Former positions of Brian Edward Leach
Companies | Position | End |
---|---|---|
Neville, Rodie & Shaw, Inc.
![]() Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Analyst-Equity | 2012-12-30 |
Training of Brian Edward Leach
Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Neville, Rodie & Shaw, Inc.
![]() Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Finance |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
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