MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Leilani joined the firm in 2012, as a Senior Consultant to create a new division dedicated to providing investment advisory services to the Native American community. She continues to lead the organization in client services and operations, through her role as Managing Partner & Chief Compliance Officer. Leilani has over 20 years of investment industry experience.
Bachelor of Science in Financial Counseling & Planning from Purdue University
Bachelor of Administration in Business Management from the University of Alaska, Southeast
PROFESSIONAL DESIGNATIONS & LICENSING
FINRA Series 66
PRIOR PROFESSIONAL EXPERIENCE
Prior to Breakwater, Leilani worked with Denali Advisors, Acclaro Advisors and Merrill Lynch. In addition, Leilani has over 5 years of experience working for Alaska Native Corporations.
Leilani is an enrolled member of the Central Council of Tlingit & Haida Indian Tribes of Alaska, and is a shareholder of two Alaska Native Corporations – Sealaska Corporation and Goldbelt, Inc. She is also a member of the Champagne and Aishihik First Nations in Canada.
Check the background of this investment professional on FINRA’s BrokerCheck.