Partner, Practice Leader: Professional Investors / Corporate Executives & Advisor
Leisa is responsible for delivering Gresham’s integrated wealth management services to a select group of families and business leaders. She helps her clients navigate and surmount the challenges associated with retirement planning, income tax planning and estate planning by applying a highly disciplined approach characterized by attentiveness to detail. Leisa is skilled at building meaningful relationships with younger generations and is often tapped by wealthy families to educate their children about the complexities of inherited wealth.
Prior to Gresham, Leisa worked at Deloitte & Touche where she advised high net worth individuals.
- B.S., Accounting and Finance, Ohio University
- M.B.A., Finance, DePaul University
- CERTIFIED FINANCIAL PLANNER™
- Personal Interests: Family, gardening and travel