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Lesley advises clients across multiple areas of their financial life and strives to help them meet their long-term financial planning goals. She is a member of the Firm’s Neighborhood Nonprofits Group and Financial Planning Committee and takes a special interest in charitable and wealth transfer planning. She is passionate about giving back and serves on the board of Impact 100 Garden State and P.G. Chambers School development committee.
Prior to joining RegentAtlantic, Lesley was a Vice President in Citigroup Private Bank focusing on relationship management and business development. Prior to her tenure at Citigroup, she spent 11 years at U.S. Trust Company of New York in the Financial Planning and Family Wealth departments providing financial, estate and investment planning advice to high-net-worth individuals, corporate executives and multi-generational families
Lesley received her BS from Purdue University in West Lafayette, Indiana. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor (CTFA) and has taught at the Institute of Certified Bankers Graduate Trust School held at Northwestern University.