Rob Leonard is a Senior Vice President and Senior Portfolio Manager with Enterprise Wealth Management. He builds and manages investment portfolios for clients, focusing on asset allocation and investment decision making within a context of comprehensive wealth management. He is a member of Enterprise Wealth Management’s Investment Committee and contributes to the development of the group’s investment strategy for all client portfolios. Rob has more than 25 years of investment management and financial services experience.
Rob joined Enterprise Wealth Management from Simpson Leonard Investments in North Andover, following roles as a Senior Portfolio Manager with TIAA-CREF Trust Company and TD Bank, and earlier, as a Portfolio Manager with Rockland Trust. A Chartered Financial Analyst (CFA), Rob graduated from Boston College with a dual concentration in Finance and Operations & Strategic Management. He lives in North Andover with his wife and their pets and is a MSPCA Nevins Foster Volunteer and a member of the North Andover Lions Club, North Andover Festival Committee, the CFA Society Boston and the CFA Institute. Rob loves to travel and spend time outdoors.