Leise is a driving force behind content development and business expansion at The Gershman Group. With over 12 years of extensive experience in the financial services sector, her expertise is underscored by a distinguished tenure as a financial advisor at Morgan Stanley in San Francisco. Currently, she maintains oversight of a boutique RIA in Colorado, demonstrating her ongoing commitment to client-centric financial management.
Before her foray into finance, Leise orchestrated the nationwide events program for Martha Stewart, headquartered in New York City. This pivotal role facilitated her seamless transition into marketing, research, and sales functions. Leveraging this diverse skill set, Leise excels in partnering with colleagues to meticulously align advisors’ aspirations and practice strategies, all while optimizing economic packages.
Based in Colorado, Leise’s reach extends across the United States, serving advisors with an unwavering dedication to precision and excellence. Her proficiency and industry insight make her an invaluable asset to The Gershman Group and a trusted partner to advisors nationwide.