Rob Leonard, CFA, is a Vice President and Portfolio Manager, joining Rockland Trust in 2025. Rob focuses on integrating an investment strategy that reflects each client’s objectives, financial goals, and risk tolerance, including custom asset allocation, long-term goal planning, and securities research.
With over 30 years of experience in the financial services industry, Rob brings a wealth of knowledge and expertise to his role. His journey includes serving as the Associate Director of Portfolio Management at Enterprise Wealth Management for over 6 years. Rob also held positions at Simpson Leonard Investments in North Andover, following roles as a Senior Portfolio Manager with TIAA-CREF Trust Company and TD Bank, and earlier, as a Portfolio Manager with Rockland Trust. A Chartered Financial Analyst (CFA), Rob graduated from Boston College with a dual concentration in Finance and Operations and Strategic Management.
Rob is a member of the North Andover Lions Club and serves as Zone Chair for his district. He is also a member of the CFA Society Boston and the CFA Institute. Rob lives in North Andover with his wife and their pets, and loves to travel and spend time outdoors
