Norman Leon Email & Phone Number
Investment Adviser Representative (IAR)
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Norman Leon Location
- Detroit, MI, US
Norman Leon Work
- 2026 -now Investment Adviser Representative (IAR) @ Vertrix Wealth Management, LLC
- 2023 -2026 Financial Analyst @
- 2009 -2023 Portfolio Manager and Director of Investment Research @
- 2005 -2009 Investment Analyst @ Freedom One Financial Group
- 2001 -2005 Investment Analyst @ MFO Management Company
- 1995 -2001 Quantitative Equity Analyst @ Munder Capital Management
Norman Leon Education
- University of Detroit Mercy
Bachelor's of Science (Finance)
1989-1994 - Grosse Pointe South High
High School (Finance / Computer Science)
1985-1989
Norman Leon Skills
- 401k
- Analysis
- Asset Allocation
- Capital Markets
- Due Diligence
- ETFs
- Financial Reporting
- Investment Advisory
- Investment Strategies
- Morningstar
- Mutual Funds
- Pensions
- Performance Attribution
- Portfolio Management
- Retirement Planning
- Series 65
- Tactical Asset Allocation
- Trading
- Relationship Management
- Investments
- Bloomberg
- Equities
- Strategic Financial Planning
- Financial Planning
- 401(k) Retirement Savings Plans
Norman Leon Summary
- Norman Leon, based in Detroit, MI, US, is currently a Investment Adviser Representative (IAR) at Vertrix Wealth Management, LLC. Norman Leon brings experience from previous roles at Greystone Financial Group LLC, Retirement Funding Advisors LLC, Freedom One Financial Group and MFO Management Company. Norman Leon holds a 1989 - 1994 Bachelor's of Science in Finance @ University of Detroit Mercy. With a robust skill set that includes 401k, Analysis, Asset Allocation, Capital Markets, Due Diligence and more. Norman Leon has 1 emails and 3 mobile phone numbers on RocketReach.
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