Leonard Boccia

Leonard Boccia, CRPC, is a Managing Director in Wealth Management at UBS, where they have been dedicated to guiding affluent families and professionals in achieving their financial goals since 2016. With over 30 years of experience in the financial industry, Leonard began their career in 1989 as a fixed-income investor at W.J. Nolan & Co., later serving in senior roles at Advest and Wells Fargo Advisors before co-founding the Boccia Quinn Wealth Management Group. Leonard specializes in creating customized financial plans and municipal bond portfolios, emphasizing tax efficiency and tailored advice. Beyond their professional endeavors, they actively support Cardinal Spellman High School and SUNY New Paltz through volunteer and philanthropic efforts. Leonard resides in Scarsdale, NY, with their family and enjoys golfing, running, and spending time with loved ones.