Private Wealth Asset Management, an independent registered investment advisory firm serving high net worth clients and institutions, welcomes Leslie Miller as Partner and Senior Portfolio Manager. He brings to his new role more than 30 years of investment experience and a unique specialization in gerontology.
“Leslie brings significant expertise not found at other wealth management firms, and we are excited to bring this additional subject matter expertise to our clients,” said Kim Cappellano, founding partner and director of Philanthropic Services at Private Wealth.
Miller provides the support and resources needed for vulnerable people and helps clients protect their assets and family relationships.
“I am excited to join Private Wealth and work with a team that is committed to providing clients with the trusted services they deserve,” said Miller. “It’s important to me to represent a company that focuses on the interests of the people we serve and works to meet their needs and goals. I’ve experienced firsthand how things can go wrong for clients when they don’t have representation that doesn’t work on their behalf, and I’m passionate about making sure that doesn’t happen to others.”
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Miller holds three financial designations: Certified Trust and Financial Advisor (CTFA), Certified Financial Planner (CFP©), and Chartered Financial Analyst (CFA). He earned an MBA from Vanderbilt University and a BA from the University of Texas at Austin and is pursuing a master’s certificate in gerontology at the University of Nebraska at Omaha.
Private Wealth has attracted many former investment and planning professionals from private banks across the country and now has offices in Cedar Rapids, Des Moines, Omaha, San Antonio, Corpus Christi, Midland and Fort Worth. Private Wealth’s Omaha office is located at 2111 S. 67th St., Suite 320 and serves the Omaha, Lincoln, Council Bluffs and surrounding communities.
For more information, visit www.privatewealth.com.