Kevin Leonard

Portfolio Strategist

Kevin Leonard, CIMA® is a Portfolio Strategist at Sanctuary Wealth. Kevin’s distinguished career spans over 18 years, most recently as an Advisory Consultant at Merrill Lynch. 

Kevin’s main functions are to assist in portfolio construction, portfolio analysis and provide timely and actionable investment recommendations. 

Kevin holds a bachelor’s degree in Business Management from Bloomsburg University in Pennsylvania. He holds the Certified Investment Management Analyst (CIMA®) designation.

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Pershing Transition PDFs

Pershing Program Pershing Dreyfus Fund Comparison Prospectus – Administrative Shares Prospectus – Institutional Shares Prospectus – Dreyfus Cash Management Funds Prospectus – Dreyfus Cash Management Funds Pershing Customer Fees