Leigh joined the LWO team in 2022 as a Senior Investment Strategist. She oversees portfolio construction, monitoring, trading, and execution in her role. These responsibilities include a variety of functions, from serving as an in-house investment specialist conducting research and providing information, ongoing due diligence, and successfully processing security transitions for client portfolios as directed by the firm’s investment committee and individual advisors, among other duties.
Leigh is detailed oriented, analytical, and passionate about investing. She enjoys implementing decisions that can ultimately help investors reach their long-term goals and objectives and is excited to be part of a strong team and fast-growing organization that emphasizes innovation.
Before joining LWO, Leigh was a Senior Portfolio Manager at Brinker Capital Investments. She was involved in all aspects of the investment process, including asset allocation, manager selection, and due diligence. She also previously worked as an Outreach Analyst for The Investment Fund for Foundations (TIFF) and as a Senior Associate at Mondrian Investment Partners. Leigh received her bachelor’s degree in Economics from Wittenberg University. She holds FINRA series 7 and 63 licenses, is a CFA charterholder, and is a member of the CFA Society of Philadelphia.
I was born and raised in the Philadelphia suburbs and feel fortunate that my husband, Paul, and I can raise our children, Chase, Conner, Cameron, and Gavin, around the same area where I grew up. I like to keep active when I’m not at work and often go for runs. We especially enjoy traveling and making memories as a family, but you can usually find me spending time at the baseball and soccer fields watching my children play the sports they love.