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Client Advisory

Biography

Leo is an Associate in our Boston office where he oversees administrative, accounting and client service functions for a select number of high-net-worth families and individuals. He works closely with the firm’s Portfolio and Wealth Strategists to provide client account management support and new business development assistance.

Prior to joining Cerity Partners, Leo spent a year in Germany on a Fulbright scholarship where he worked towards increasing mutual understanding with citizens of Germany on behalf of the U.S. Department of State–collaborating in educational, political, cultural, and economic fields.

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Education

  • B.A. in Economics and German Studies with a minor in Accounting for Consulting from Boston College

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Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.