Leslie Whitney
Managing Director
From our Maine office, Leslie services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. She focuses on retirement plans for corporate and nonprofit organizations. Leslie joined the firm in 2014.
Prior to joining the firm, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. Leslie earned her BA from the University of Denver. She served on the committee responsible for developing the Financial Literacy Program for United Way of York County, Maine.
Prior to joining the firm, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. Leslie earned her BA from the University of Denver. She served on the committee responsible for developing the Financial Literacy Program for United Way of York County, Maine.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
