Leigh Wasson

Director @Bny Wealth

San Francisco, CA, US

As a Senior Client Strategist, Leigh collaborates with an extensive network of BNY Wealth subject matter specialists, as well as our clients’ attorneys and CPAs, to develop and implement comprehensive wealth management solutions for founders, business owners, corporate executives and individuals/families with multi-generational wealth. Leigh brings value preceding and following the sale of a business- Leigh and the team at BNY Wealth are known for delivering the highest quality client experience- Leigh also specializes in working with family offices, individuals with assets in transition, such as from inheritance, retirement or divorce- Advises individuals and families with international wealth planning needs and assisting in the administration of complex trusts- Leigh enjoys coaching the children of clients on finance and investment topics.

The University of Texas at Austin

BBA, Finance

The Wharton School

MBA, Finance, General

Vanderbilt University

BBA, Political Science