Steven Leclair Email & Phone Number
Chief Executive Officer
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Steven Leclair Location
- Miami, FL, US
Steven Leclair Work
- 2024 -now Chief Executive Officer @ LeClair Wealth Partners
- 2024 -now Chief Executive Officer @ LeClair Capital Partners
- 2019 -2024 Managing Director @
- 2003 -2019 Branch Manager. Senior Vice President- Wealth Management. Senior Portfolio Manager @
- 2007 -2010 Board Member @
Steven Leclair Education
- Colo
Bachelor of Arts (Kinesiology, Human Physiology)
1995-1999 - University of Phoenix
Master of Business Administration (Accounting)
Steven Leclair Skills
- Wealth Management
- Retirement Planning
- Portfolio Management
- Philantropy
- Financial Services
- Financial Modeling
- Investments
- Management
- Marketing
- Succession Planning
- Accounting
- Estate Planning
- Financial Planning
- Financial Analysis
- Microsoft Office
- Leadership
- Services
- Certified Financial Planner
Steven Leclair Summary
- Steven Leclair, based in Miami, FL, US, is currently a Chief Executive Officer at LeClair Wealth Partners. Steven Leclair brings experience from previous roles at LeClair Capital Partners, Raymond James, UBS and YMCA. Steven Leclair holds a 1995 - 1999 Bachelor of Arts in Kinesiology, Human Physiology @ Colo. With a robust skill set that includes Wealth Management, Retirement Planning, Portfolio Management, Philantropy, Financial Services and more. Steven Leclair has 1 emails and 1 mobile phone numbers on RocketReach.
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