Leslie Pinto
Plus aucun poste en cours
Profil
Ms. Leslie Pinto is Vice President & Financial Advisor at First Foundation Advisors.
Prior to joining First Foundation Advisors, she worked for a wealth management firm in Chicago, providing financial planning services to a single family unit with over $550 million in net-worth.
She is a member of The Financial Planning Association of Orange and is also a member of Women Impacting Public Policy (WIPP).
She is also actively involved in the Be Bright Pink, Women Investing in Security and Education (WISE) and the Susan G.
Komen for the Cure organization.
Ms. Pinto holds a Bachelor of Science degree in Personal Finance from the University of Wisconsin-Madison and is a Certified Financial Planner.
Anciens postes connus de Leslie Pinto
| Sociétés | Poste | Fin |
|---|---|---|
First Foundation Advisors
 First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Corporate Officer/Principal | 01/09/2012 |
Formation de Leslie Pinto
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
First Foundation Advisors
First Foundation Advisors Investment ManagersFinance Founded in 1985, First Foundation Advisors is a registered investment advisor located in Irvine, California. The firm was formerly known as Keller Group Investment Management, Inc. They are a subsidiary of First Foundation, Inc. (NASDAQ: FFWM). First Foundation Advisors provides discretionary investment advisory services and/or financial planning services on a stand-alone basis or combined discretionary investment advisory services and financial planning services on a fee-only basis. Their domestic and international clients include individuals, families, family businesses, foundations, corporations and non-profit institutions. | Finance |
