VP, Client Relationship Manager
Leslie has over 15 years of investment management experience in the financial services sector, including private banking, private equity and asset management. She is responsible for supporting the advisory team to help deliver holistic financial planning while maintaining the ongoing client relationship and experience.
Prior to joining Magnus, Leslie spent six years as the Chief of Staff at KBL Merger Corp. IV, a special purpose acquisition company (SPAC), where she spearheaded day-to-day business and operations including investor relations, deal sourcing and private company research. She played a critical role in the successful completion of the company’s $175 million sale and exit in 2020. Earlier in her career, she spent six years at J.P. Morgan Private Bank. While there, she was promoted several times and held several positions, including project manager, business analyst and wealth advisor. Leslie started her career in financial services as a Research Associate at SunAmerica Mutual Funds.
Leslie earned her Bachelor of Business Administration from SUNY Geneseo. She previously maintained both Series 7 and 63 registrations. Leslie currently resides in New York City. In her spare time, she enjoys international travel, fitness, running marathons, cooking and spending quality time with her daughter.