3 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
- With CAPTRUST Since 2019
- 210.824.8916
-
700 North Saint Mary's St #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
- Larry Elder, Condoleezza Rice, and Daniel Kahneman
- Those who deserve love the least need it the most.
- Unflappability, compassion, and integrity
Financial Advisors
Madelon Yanta Leone is a wealth management financial advisor based in San Antonio, TX.
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
Resources
Wealth Management
3 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
3 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
