Robert Leonard Email & Phone Number

North Andover, MA

North Andover, MA

Boston, MA

• Director responsible for managing seven portfolio managers and two support staff from August 2013. Staff located in New York and New Jersey. Team manages 900 relationships with $2.5 billion in AUM.
• Responsible for daily management of team, including troubleshooting issues, assigning relationships, and communicating division initiatives to internal business partners. Hired five staff members in thirteen months..
• Senior Portfolio Manager responsible for managing 130 high net worth relationships with $375 million in AUM. At peak, managed 160 relationships with over $450 million in AUM prior to promotion.
• Manage many high profile clients, including academic deans, institution presidents, and key influencers. Wealth management colleagues often requested my management for their most important relationships.
• High client retention rate in excess of 98%, and strong track record of growing assets through inflows and referrals. Superior client relationship management skills and high level of respect among peers.
• 2011, 2012, 2013 Top Advisory Team Award in Northeast region. 2011 and 2012 Excellence Awards.

Worcester, MA

• Responsible for managing sixty relationships with assets of over $100 million under management.
• Supported business development officer in prospecting to high net worth and institutional clients.
• Strong performance of equity portfolios. Achieved the highest equity performance among all portfolio managers during year-to-date period in late 2005.
• Presented at our division conference an overview of the pharmaceutical industry. Received strong praise from colleagues. Took initiative to be the first portfolio manager to present an industry overview.

Hanover, MA

• Responsible for management on 200 high new worth and institutional relationships with close to $200 million in AUM. Assisted in creating firm’s investment policy and participated in strategic planning.
• Member of management team. Managed Attleboro office, including supervising staff, budgeting, etc.
• Performed fundamental research on stocks and mutual funds, assisted research analysts, and utilized DCF models and other valuation techniques in valuing companies.
• Supported new business development, made presentations to institutional clients, and responded to requests for proposals. Assisted in creation of marketing brochure.
• Responsible for building relationships with business partners throughout the bank to enhance image.
• Present mutual fund allocation product to Employee Benefit Plan Sponsors and 401(k) participants.

Bs Business, Finance

Education record