Katie Leonard

Senior Associate - Wealth Management, Exclusive Family Office at Aspiriant - Los Angeles, California, US

Katie Leonard's Colleagues at Aspiriant
Paul Hynes

Director - Wealth Management, Partner

Contact Paul Hynes

Jason Kiss

Partner and Director, Wealth Management

Contact Jason Kiss

Alec Manoukian

Managing Director, Partner - Information Technology

Contact Alec Manoukian

Ryan Benson

Director - Wealth Management, Partner

Contact Ryan Benson

Yeon Joo

Investment Operations Associate

Contact Yeon Joo

Laura Mertz

Associate - Wealth Management

Contact Laura Mertz

Sandra Cfp

Director - Wealth Management, Partner

Contact Sandra Cfp

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Katie Leonard's Contact Details
HQ
(310) 806-4000
Location
Newport Beach,California,United States
Company
Aspiriant
Katie Leonard's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, California, US • 257 Employees
Investment Bank/Securities Brokerage

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Wealth Management Australia Independent Wealth Management Financial Planning Investment Management Services Tax Management Estate Planning Philanthropy Sustainable Wealth Management
Details about Aspiriant
Frequently Asked Questions about Katie Leonard
Katie Leonard currently works for Aspiriant.
Katie Leonard's role at Aspiriant is Senior Associate - Wealth Management, Exclusive Family Office.
Katie Leonard's email address is ***@aspiriant.com. To view Katie Leonard's full email address, please signup to ConnectPlex.
Katie Leonard works in the Investment Bank/Securities Brokerage industry.
Katie Leonard's colleagues at Aspiriant are Paul Hynes, Jason Kiss, Alec Manoukian, Ryan Benson, Yeon Joo, Laura Mertz, Sandra Cfp and others.
Katie Leonard's phone number is (310) 806-4000
See more information about Katie Leonard