Sean Leonard

Sean Leonard Email and Phone Number

Chief Investment Officer @ Graypoint LLC
Saratoga Springs, NY, US
Sean Leonard's Location
Saratoga Springs, New York, United States, United States
Sean Leonard's Contact Details
About Sean Leonard

Sean Leonard is a Chief Investment Officer at Graypoint LLC. He possess expertise in wealth management, series 7, retirement planning, investment advisory, portfolio management and 15 more skills.

Sean Leonard's Current Company Details
Graypoint LLC

Graypoint Llc

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Chief Investment Officer
Saratoga Springs, NY, US
Website:
graypointllc.com
Employees:
68
Sean Leonard Work Experience Details
  • Graypoint Llc
    Chief Investment Officer
    Graypoint Llc
    Saratoga Springs, Ny, Us
    View
  • Saratoga Performing Arts Center
    Member Board Of Directors
    Saratoga Performing Arts Center Jun 2021 - Present
    Saratoga Springs, New York, Us
    View
  • Graypoint Llc
    Chief Investment Officer
    Graypoint Llc Dec 2020 - Present
    Albany, New York, Us
    View
  • Rockefeller Capital Management
    Family Office Chief Investment Officer
    Rockefeller Capital Management Oct 2019 - Dec 2020
    New York, New York, Us
    View
  • The Ayco Company, L.P.
    Senior Vice President & Chief Investment Officer
    The Ayco Company, L.P. Feb 2008 - Oct 2019
    Cohoes, New York, Us
    View

Sean Leonard Skills

Wealth Management Series 7 Retirement Planning Investment Advisory Portfolio Management Asset Allocation Mutual Funds Investments Strategic Financial Planning Estate Planning High Net Worth Individuals Investment Strategies Alternative Investments Asset Managment Retirement Wealth Wealth Management Services Financial Advisory Hedge Funds Financial Planners

Sean Leonard Education Details

  • University At Buffalo
    University At Buffalo
    Theoretical Mathematics
  • University At Albany
    University At Albany
    General
  • University At Albany
    University At Albany
    General

Frequently Asked Questions about Sean Leonard

What company does Sean Leonard work for?

Sean Leonard works for Graypoint Llc

What is Sean Leonard's role at the current company?

Sean Leonard's current role is Chief Investment Officer.

What is Sean Leonard's email address?

Sean Leonard's email address is se****@****pac.org

What schools did Sean Leonard attend?

Sean Leonard attended University At Buffalo, University At Albany, University At Albany.

What skills is Sean Leonard known for?

Sean Leonard has skills like Wealth Management, Series 7, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Mutual Funds, Investments, Strategic Financial Planning, Estate Planning, High Net Worth Individuals, Investment Strategies.

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