Leslie is a Client Service Manager at The Colony Group with over 24 years of experience supporting financial advisors and serving clients. As a liaison between our clients and their custodians, she works tirelessly behind the scenes to attend to our clients’ day-to-day transactional needs. She also assists in tax return preparation. Her excellent organizational skills, attention to detail, and helpful attitude support the wealth advisors so that they have more time to spend with clients.
Leslie served as an Operations Administrator at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Prior to that, she worked for James McCusker & Associates for 18 years.
Leslie attended University of Massachusetts in Lowell. Outside of the office, she loves to play golf, travel, and spend time with family and friends.