Leslie Calhoun

Advisor

Leslie Calhoun is the President and CEO of Optivest Wealth Management, a registered investment advisory management firm and multi-family office serving wealthy families in Southern California. Ms. Calhoun is responsible for implementing tactical investment strategies and monitors investment performances. With more than 25 years of investment industry experience (previously as an Institutional Sales Trader and Market Maker for several broker-dealers) she has knowledge of capital markets, insider and restricted shares, and IPOs. She holds various FINRA licenses including FINRA Series 7, Series 24, Series 55, Series 63 and Series 65.