Buildings

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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Pete Alliegro, CFA
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Sam Sosa, J.D.
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Rina Pineda, CPA, MST
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Luke Anderson, AWMA®
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Flavia Nunes
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Christine Mueller Coley, CFP®, CDFA®
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Summer Larzelere
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Airene Williamson
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Teddy Weber, CPA
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Derek Ruan
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Katherine Neto, AWMA®
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Mike Shotton
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