Leonardo Bolanos Wealth Strategist
Joined Northern Trust
- Bachelor of Arts in Psychology from DePaul University
Leo works to manage, preserve, and strategically transfer assets for ultra high net worth families. As a Wealth Strategist, his role is to address the wealth management needs of the community Northern Trust serves.
Leonardo (Leo) has over 15 years of experience in wealth management, having worked as a private banker, fiduciary advisor, licensed investment advisor, and relationship manager . Prior to joining Northern Trust, he was a Wealth Advisor with Wells Fargo Private Bank, where he provided wealth management solutions that address the unique needs of high net worth families, private foundations, and multigenerational trusts.
For over 5 years, Leo has been involved with Extraordinary Families- a leading foster family & adoption agency. Currently he is on the board of directors. He is the assistant Secretary, co-chair of the development committee and a member of the strategic planning committee. He has also served as a peer mentor for Extraordinary Families, working with young adults who aged out of foster care.
Leo also sits on the board of the Los Angeles Estate Planning Council, where he was recently appointed as the Treasurer.