Robert Leonard, CFA

Senior Portfolio Manager
Senior Vice President

Rob Leonard is Senior Portfolio Manager, 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. He lives in North Andover with his wife and their pets and 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. Rob loves to travel and spend time outdoors.

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