Madelon Yanta Leone, CFA®

Madelon Yanta Leone, CFA®

Principal,
Financial Advisor

  • San Antonio, TX
  • Tattoos on the Heart: The Power of Boundless Compassion | Out of Africa
  • Larry Elder, Condoleezza Rice, and Daniel Kahneman
  • Those who deserve love the least need it the most.
  • Unflappability, compassion, and integrity

Financial Advisors

Madelon is a wealth management advisor based out of the San Antonio, TX location.

Madelon joined CAPTRUST from South Texas Money Management in 2019. She serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.

Prior to joining the firm, Madelon served as a senior vice president, partner, and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree in finance from Texas A&M University.

Education

  • Bachelor of Business Administration degree in finance from Texas A&M University

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Chairman, Christus Santa Rosa Hospital Friends Foundation
  • Advisor & Past Treasurer, the Ballet Conservatory of South Texas
  • Member, Impact SA
  • Member, Chartered Financial Analyst Institute
  • Member, The Former Students Association Texas A&M University
  • Member, Aggie Women Texas A&M University
  • Member, CAPTRUST Women’s Initiative

News & Resources

View All News and Resources