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Leonard Green

Compliance Manager
Education and Credentials

Leonard is the Compliance Manager at SteelPeak Wealth. Prior to SteelPeak, he was a Partner, Co-Portfolio Manager and Senior Trader at Kayne Anderson Capital Advisors, L.P. within the Marketable Securities Group. He was responsible for identifying investment and trading opportunities across a variety of alternative asset classes including Equity Derivatives, Credit, Convertibles and Risk Arbitrage. He has also held research, capital markets and trading positions at UBS and Morgan Stanley.

Leonard received an MBA from Harvard Business School and holds a B.A. in International Relations from the University of Southern California.

In his spare time, Leonard enjoys spending time with his family, exercising, grilling and mentoring youth interested in a career in investments.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Leonard
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Director of Operations
Samantha Orellana
Client Service Associate
Wayne T. Slappy
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Jordan Thatcher
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Stacy Borek, CFP®
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Michael Nader, EA
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Richard Stucki
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Katherine Neto, AWMA®
Client Service Associate
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Alternative Investment Associate
Nicolo Gori
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Alejandra Guzman
Paralegal – Compliance Associate
Teddy Weber, CPA
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Charlotte Perkinson
HR & Talent Manager
Kingsley Choi
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Lisa Tashtchian
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