Rob Leonard is Associate Director Portfolio Management, Senior Vice President with Enterprise Wealth Management. He manages investment portfolios for individual and institutional 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 30 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.
Rob lives in North Andover with his wife and their pets, and loves to travel and spend time outdoors.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Rob is a MSPCA Nevins Foster Volunteer, President of the North Andover Lions Club, and a member of North Andover Festival Committee, the CFA Society Boston, and the CFA Institute.