William Leboeuf
Senior Portfolio Manager, Compound Planning
- Role
- Managing Director, Senior Portfolio Manager at Compound
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About William Leboeuf
I believe my role as an advisor is to simplify the financial lives of busy professionals,…
Experience
Managing Director, Senior Portfolio Manager
Apr 2022 — Present · Dayton, OH, US
Compound\'s approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a world-class, client-centric experience you won’t find anywhere else.We measure our success by the impact we have on our clients’ lives.Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.
Education
University of Arizona
Bachelor's Degree
1984 — 1988
Skills
- Corporate Finance
- Trust and Estate Planning Issues
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