As a Partner and Senior Consultant in our Maine office, Leslie services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. She focuses on retirement plans for corporate and nonprofit organizations. Leslie joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. Leslie earned her BA from the University of Denver. She served on the committee responsible for developing the Financial Literacy Program for United Way of York County, Maine. In her free time, Leslie enjoys skiing, live music and travel.