Your Financial Journey
Our highly specialized client advisors are ready to provide tailored solutions, and insights on key topics such as:
- Wealth creation, accumulation, and preservation
- Lifestyle and legacy planning
- Family and spousal dynamics
- Investment management
- Asset protection and trust services
- Liability and risk mitigation
- Cash management
- Real estate lending
- Credit solutions
- Business owner advisory
Whether you’re a creator, entrepreneur or business builder, we’ll meet you on your financial journey to create customized solutions to help you reach your goals — let’s make it happen together.
Meet the Director
With a background in investment banking and capital markets, Kevin Leigh, Director of the Integrated Client Strategies Team brings more than 25 years of experience addressing the complex wealth needs of families and individuals across their entire balance sheet. Kevin attended The Wharton School, University of Pennsylvania Aresty Institute of Executive Education, completing coursework in mergers and acquisitions and client psychology, and Villanova University, completing coursework in organizational leadership, financial accounting, international studies, and economics. He also completed the Certified Exit Planning Advisor® program through the Exit Planning Institute.