As a Wealth Management Analyst, Leo supports advisors and their clients across wealth planning and asset management, contributing to the client experience through data gathering and analysis, market research, and participation in client meetings. He is developing a comprehensive understanding of wealth management through Sequoia’s rotational analyst training program.

Leo’s interest in investing developed early and grew into a commitment to understanding markets, financial planning, and the discipline required to build lasting wealth. He is committed to preparation and continuous learning and approaches each experience as an opportunity to deepen his understanding of both the technical and human sides of financial planning. His approach is grounded in a belief that thoughtful, disciplined planning can make a meaningful difference at any stage of a financial journey. He holds a B.S. in finance from Florida State University.

Leo is originally from Miami, Florida, and is now based in Texas. Outside of work, he enjoys exercising, reading, and fashion.