LeAnn is an Associate based in the San Francisco office. LeAnn provides support in all client-related activities and account administration to ensure a successful client experience. She assists Wealth Managers by preparing investment portfolio reviews and processing client asset transfers.
Before joining Cerity Partners, LeAnn worked as a Client Associate at B|O|S supporting the Wealth Management Team with administrative and operational activities for private and institutional clients. Prior to joining B|O|S, she worked for First Republic Private Wealth Management where she was a Client Service Associate for a team of six portfolio managers as well as the assistant editor of the firm’s quarterly newsletter. Prior companies also include Natixis Investment Managers, where she was a Senior Client Service/Operations Specialist and Co-chair of the ESG Proxy Voting Committee, and RBC Wealth Management.
LeAnn earned her Bachelor of Arts in Journalism from San Francisco State University and Master of Business Administration from the Gies College of Business at the University of Illinois at Urbana-Champaign.
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