MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Leilani joined the firm in 2012, as a Senior Consultant to create a new division dedicated to providing investment advisory services to the Native American community. She continues to lead the organization in client services and operations, through her role as Managing Partner & Chief Compliance Officer. Leilani has over 20 years of investment industry experience.
Bachelor of Science in Financial Counseling & Planning from Purdue University
Bachelor of Administration in Business Management from the University of Alaska, Southeast
PROFESSIONAL DESIGNATIONS & LICENSING
FINRA Series 66
PRIOR PROFESSIONAL EXPERIENCE
Prior to Breakwater, Leilani worked with Denali Advisors, Acclaro Advisors and Merrill Lynch. In addition,
Leilani has over 5 years of experience working for Alaska Native Corporations.
Leilani is an enrolled member of the Central Council of Tlingit & Haida Indian Tribes of Alaska, and is a shareholder of two Alaska Native Corporations – Sealaska Corporation and Goldbelt, Inc. She is also a member of the Champagne and Aishihik First Nations in Canada.
Check the background of this investment professional on FINRA's BrokerCheck.
Check the background of Breakwater Investment Group on FINRA's BrokerCheck.
Breakwater Investment Group, LLC is a registered investment adviser in the State of California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.