Lesley is a Partner, Wealth Advisor in our Morristown office. She is responsible for managing client relationships and advising families and individuals on wealth transfer, tax planning and investment management.
Lesley is passionate about giving back and focuses a portion of her practice on nonprofit management and fiduciary oversight. She currently serves on the board and investment committee for Friends of Acadia in Bar Harbor, ME and P.G. Chambers School in Cedar Knolls, NJ where she chairs the Development Committee. She previously served on Morristown Festival of Books and Impact 100 Garden State.
She received her BS from Purdue University in West Lafayette, Indiana. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Trust and Financial Advisor (CTFA). Prior to joining Corient, Lesley was a vice president at Citi Private Bank and subsequently spent 11 years at U.S. Trust Company of New York in the Financial Planning and Family Wealth departments."