1 month ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2019
- 210.824.8916
-
700 North Saint Mary's St.
Suite 100
San Antonio, TX 78205
Madelon Yanta Leone, CFA®
Principal,
Financial Advisor
- San Antonio, TX
- Tattoos on the Heart: The Power of Boundless Compassion | Out of Africa
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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