- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas W. Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Andrew Wright
- Kelly Wright
Leo J. Kelly III
Chief Executive Officer, Partner
Leo is the Founder and CEO of Verdence, providing proven expertise to advise ultra-high net worth family office, executives, entrepreneurs, and professional athletes on an array of complex, custom financial solutions. Leo specializes in business strategy, business succession, liquidity event planning, estate planning, philanthropy, and OCIO (Outsourced Chief Investment Officer) services. His perspectives and business philosophies are featured regularly as a contributor on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to founding Verdence Capital Advisors, Leo was a Managing Director, Partner at HighTower Advisors. He was formerly a Managing Director at Merrill Lynch. Leo began his career in the financial industry in research at Bloomberg, LP.
Get to know Leo!
If I were not a financial advisor, I would be:
“It depends on the age you asked the question. It went from superhero to fireman, quarterback, engineer, and lawyer, to this. While I would never change my choice, I think being a superhero would be cool.“
Best piece of advice from my parents:
“We grew up in a very financially modest environment. I was taught that whatever you want in life can be achieved with hard work and great passion. What you choose to do isn’t important. It’s doing it to the best of your ability. That and family before all else.”
If I could invite anyone, living or dead, for dinner, I would ask:
“My father. I miss him tremendously. No matter how much we love someone, we never truly understand their impact on our lives until they are gone. I would like to have a burger and fries with him one more time.”
News story headline about my life:
“Trenton Kid Marries Up and Surprises High School Teachers with Career.”
Three words that describe Leo:
“Husband, Father, Friend”
