Derek Leonard

Derek Leonard, CFP®, CFA®, is an accomplished Financial Advisor and Certified Financial Planner™ with significant experience in the financial services industry. Derek has held positions at Morgan Stanley and Wells Fargo Advisors, specializing in financial advisory services. Prior roles include Industry Business Director and Research Director at Intellectual Ventures, as well as Portfolio Manager and Head of Commission Recapture at Russell Investments. Derek also served as Manager of Coverage Strategy at American Express. Derek earned an MBA in Finance from Yale School of Management and a Master's degree in International Studies focused on China from the University of Washington's Henry M. Jackson School of International Studies.