Derrick Leak
Principal Team Lead Relationship Advisor - Private Client Service @Brown Advisory
Baltimore, MD, US
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WORK HISTORY
Oct 2013 — Present
Principal Team Lead Relationship Advisor - Private Client Service @Brown Advisory
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Lead all aspects of relationship management for private client accounts totaling more than $950 million in assets under management. Lead a team of advisors, associates and analysts. Oversee the administration/management of family trusts, foundations and LLC structures for Brown Advisory clients. Direct administrative procedures for opening and funding accounts, asset transfers, performance reporting and tax reporting.
SKILLS
Series 7Portfolio ManagementAsset AllocationFinraSeries 65ComplianceTeam BuildingHigh Net Worth IndividualsWealth ManagementInvestmentsMutual FundsSeries 63Investment Advisory
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