Brian Leach, CFA®

Senior Portfolio Manager

Focus Area

Portfolio Management

Investment Strategies

Asset Allocation

Retirement Planning

 

Community

Fort Hunt Youth Athletic Association, Board of Directors

Brian is a Senior Portfolio Manager at The Colony Group. He brings over 20 years of experience serving high net-worth individuals, families, entrepreneurs, and institutions across a wide range of investment and wealth management strategies.

Prior to joining Colony, Brian worked for Sterling Capital Management as a portfolio manager in their Washington D.C. private client office. Previously, he was a portfolio manager and partner at Neville, Rodie & Shaw, a registered investment advisor in New York City.

Brian received his B.A. in Public Policy Studies from Duke University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Washington, D.C.

Brian lives in Alexandria, VA with his wife and three sons. He enjoys spending his spare time reading, traveling, and playing board games and sports with his family.