Rob Leslie is Chief Investment Officer of Patriot Wealth Management, Inc., a registered Investment Advisor. Professionally, Rob has approximately 30 years of experience with a record of execution in a variety of investment climates. Over the course of his career, Rob has applied his considerable analytical skills, both fundamental and quantitative, to the implementation and refinement of firm investment process, risk management, strategic asset allocation, tactical composition of the investment model(s), and management of the investment team and process.
Rob graduated with honors in music performance from Susquehanna University and received a Master of Business Administration degree, with a concentration in Finance, from the University of Maryland. In addition to being a CFA charter holder, he is currently a member of the CFA Society of Houston and an advisory council member at the Sigmund Weiss School of Business at Susquehanna University. Rob serves on the board of two nonprofits in Houston, Music Box Musicals and Da Camera.
Prior to Patriot, Rob was a founding partner of Brasada Capital Management and was lead manager of the Brasada Absolute Fund, LP since its inception in January 2009. Prior to Brasada, Rob worked at AIM Capital Management as a Senior Portfolio Manager on several AIM funds. Prior to AIM, Rob was a principal at Darien Capital Management, an investment advisory firm specializing in option overwriting strategies. Rob also worked for just under ten years as portfolio manager of the United Mine Workers of America Health & Retirement Funds, where he developed and managed a $425 million index overwriting program and a $600 million government/corporate fixed income portfolio.
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