Chief Investment Officer and CCO
Leslie Calhoun is Chief Investment and Chief Compliance Officer of Optivest, Inc. Wealth Management. Leslie manages investment portfolios for Optivest clients and is responsible for implementing investment strategies, providing client support services and investment performance monitoring. Working closely with Mark Van Mourick, Leslie employs over 20 years of investment experience to communicate investment ideas and updates to Optivest clients and provides the high level of personalized attention the firm strives to achieve.
Prior to joining Optivest, Leslie worked as an Institutional Sales Trader and Market Maker for several Broker/Dealers and has knowledge of insider and restricted shares, and IPO’s. In recent years, she has worked with private and public companies seeking capital to arrange financing with Hedge Funds and Venture Capital Investors.
Leslie holds various FINRA licenses including FINRA Series 7, Series 24, Series 55, Series 63 and Series 65. She holds a Bachelor of Arts Degree from the University of Louisville.