Managing Partner & Wealth Advisor
Over the course of 25 years in Financial Services, Leslie has enjoyed multiple roles and accomplishments. Co-founding Alcove Private Wealth, however, is the pinnacle of her career. In an ever-evolving industry, Leslie provides consistency and stability for her clients by creating a comfortable and collaborative environment. Watching her clients’ families grow to span multiple generations is what inspires the family focused office experience at Alcove.
With a bachelor’s degree in psychology from Rutgers University, Leslie later rounded out her financial education by obtaining a Certified Financial Planner (CFP®) designation. As an advocate for social and environmental issues, Leslie earned a Chartered SRI Counselor designation (CSRIC®) in partnership with The Forum for Sustainable and Responsible Investing, allowing her to create portfolios that mirror her clients’ values. Leslie lives in South Brunswick, NJ with her husband Evan, a high school science teacher, and her labradoodle Callie. Her oldest son, Nick, is a graduate of UC Santa Barbara and is currently in a wealth management training program, and her youngest, Sam, is a senior at Rutgers University-Camden. When Leslie is not working alongside clients, she enjoys traveling and spending time at her home on Block Island.
P (609) 917-7552 E email@example.com LINKEDIN
– Rutgers University
– Series 7, 9, 10, 63, and 65 registrations through LPL Financial– Life and health insurance licenses
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Based in Princeton, NJ, helping individuals and multi-generational families plan for their future.
500 College Road East
Princeton, NJ 08540
(609) 917-7550 (office)
(609) 917-7551 (fax)
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