Leslie Pinto
Geen lopende functies
Profiel
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.
Eerdere bekende functies van Leslie Pinto
| Bedrijven | Functie | Einde |
|---|---|---|
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 |
Opleiding van Leslie Pinto
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
