Profil
Mr. Leonard has over 14 years experience in the financial services industry and over 10 years experience in wealth management.
Mr. Leonard is responsible for managing investment portfolios for clients, security research, and setting investment policy.
Most recently, Mr. Leonard was employed by the Rockland Trust Company as a Vice President and Portfolio Manager.
Previously, Mr. Leonard worked for the Trust Company of Connecticut in Hartford, CT and FinArc, LLC Investment Management in Newton.
He is a member of the Boston Security Analysts Society, the CFA Institute, and the Boston College Club.
Mr. Leonard is a 1990 graduate of Boston College, where he received a B.S.
in Business.
Mr. Leonard has earned the right to the use the Chartered Financial Analyst designation.
Anciens postes connus de Robert T. Leonard
| Sociétés | Poste | Fin |
|---|---|---|
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Gestionnaire de Portefeuille-Actions | 10/02/2006 |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Gestionnaire de Portefeuille-Actions | 01/08/2004 |
Formation de Robert T. Leonard
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust Co. is an investment management firm headquartered in Rockland, Massachusetts. The firm was founded in 1907 and is owned by Independent Bank Corp. (Massachusetts) (NASDAQ: INDB). Rockland Trust offers a wide range of investment services to businesses and individuals. | Finance |
