Leo joined Fortis Lux Financial in 2012. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about designing creative financial planning strategies with insightful investment strategies and diligent risk management. In the decade prior to joining Fortis Lux Financial, Leo was a Vice President of Investments with UBS Wealth Management and an investment analyst with AXA Advisors. He is a graduate of Rutgers University with a B.S. in Finance.
Domiciled in NY.