Big Enough to Deliver, Small Enough to Care.
(770) 977-7779

Leo Rose / Director of Portfolio Management

Leo joined the firm in 2010 first as an intern and transitioned into a full-time Portfolio Analyst role before becoming Director of Portfolio Management.  As a part of the Investment Management Team, he focuses on assisting and educating financial advisors with implementing asset allocation models for their retail and retirement plan clients. Leo is a member of the LCA Investment Committee which is responsible for monitoring and recommending changes, if necessary, to the LCA model portfolios. Leo has been instrumental in developing the LCA ERISA program by meeting with ERISA attorneys, drafting documents, designing investment policy statements, constructing portfolios, and preparing presentations for advisors to use with clients who desire to establish a qualified plan for their employees.

Leo graduated in 2010 from Dickinson College with a degree in Economics. He has successfully passed the FINRA Series 65 exam, and also earned the AIF® (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies. Leo volunteers as a judge for InvestWrite®, a national writing competition for students and a program of the SIFMA Foundation.

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Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
3350 Riverwood Pkwy. | Suite 2215 | Atlanta, GA 30339 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

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