Kirk Leslie
Kirk Leslie is an SMA & Models Portfolio Specialist with the Specialist Consulting Group at Janus Henderson Investors. In this role, he works with financial advisors to incorporate separately managed accounts (SMAs) and fee-based model solutions into their asset management practice and partners with them to develop efficient implementation strategies. Prior to joining the firm in 2023, Kirk was a vice president and platform solutions director at Envestnet from 2016. Before that, he held external wholesaler roles at Incapital from 2014 and at Advisors Asset Management from 2010. Earlier in his career, Kirk served six years at Curian Capital primarily as a regional business consultant, both external and internal, for a variety of regions.
Kirk holds a FINRA Series 65 securities license and has 25 years of financial industry experience.
Articles Written
The benefits of adding SMAs to your estate-planning toolkit
How SMAs can help advisors and investors fortify their wealth management and estate planning strategies