As a Wealth Client Strategist, Leigh collaborates with an extensive network of team members and external advisers to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners and executives. Leigh frequently works with individuals and their advisers to prepare for the sale of a business or an exit. Leigh also specializes in working with individuals with assets in transition, such as from inheritance, retirement or divorce. Her experience includes advising individuals and families with international wealth planning needs and assisting in the administration of complex trusts. Leigh advises her clients on the topics of social impact investing, social entrepreneurship and charitable planning.
Leigh has a BBA in Finance from The University of Texas and an MBA from the Wharton School at the University of Pennsylvania. She resides in Sausalito and enjoys sailing and hiking.