Leah is an associate investment consultant on our West Coast consulting team.
Leah King is an assistant vice president on Callan’s West Coast consulting team. Based in San Francisco, Leah provides support to clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests.
Prior to joining Callan in 2023, Leah worked at wealth management firms such as Waypoint Wealth Partners, Minkoff & Associates, Neuberger Berman, and Morgan Stanley in client management, operations, and financial analysis. At this time, she held the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Leah earned an honors degree in economics from the University of Dublin and is a Chartered Socially Responsible Investor Counselor (CSRIC).