Assistant Vice President, Marketing and Client Service
Leo has more than 29 years in the investment industry having held various positions in marketing, client service, and operations. She has been with Pugh Capital since 2013. As an integral part of the firm’s marketing team, Leo leads many client service and operations initiatives. Leo also serves on the firm’s Business Continuity Committee. Prior to Pugh Capital, Leo worked for the Pacific Financial Group and Rigel Capital where she held roles in client service, operations, and systems integration.