Kathleen Leonard, VP, Invest., Institutional Consultant, UBS Financial Services, Inc.

Overview

Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their inv

Contact Information

1801 13th St. Ste. 100 Boulder, Colorado, 80302

phone: view phone800-367-3052

fax: view fax303-441-5370

Photos

Description

Advises foundations, nonprofits, and individuals on long-term investment and wealth management strategies, customized sustainable investing, advocacy, community investing and philanthropy consulting. Helps clients to reflect their values in their investments and achieve strong portfolio performance.

Extra fields

1% for Community: No

Account Minimums: $1 million for new clients.

Compliance: Securities products and services are offered through UBS Financial Services Inc., member SIPC and NYSE.

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