Profile
Ms. Melissa L.
Leonard is an Analyst at Evermay Wealth Management LLC.
Prior to joining Evermay Wealth Management in May 2012, Ms. Leonard was employed by Virginia Tech Dining Services.
Ms. Leonard received her BS in Applied Economic Management from Virginia Polytechnic Institute & State University.
Former positions of Melissa L. Leonard
| Companies | Position | End |
|---|---|---|
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Analyst-Equity | - |
Training of Melissa L. Leonard
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Finance |
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- Melissa L. Leonard
















