Beck Investment Management LLC

Leslie Beck founded Beck Investment Management, LLC with over 29 years experience in investment management and financial services and working with more than 1650 clients. Leslie is a Certified Financial Planner® professional and a Chartered Financial Analyst.

Leslie began her  financial  services  career in 1980 with Bache & Co. as a  stockbroker in  Virginia and Texas. She was one of the first to pursue the Certified Financial Planner credentials and received the designation in 1983. In 1987, Leslie began to earn the Chartered Financial Analyst (CFA) designation and started as an institutional research analyst for Chemical Bank (now known as JPMorgan Bank). She finished the CFA program in 1989 and continued developing her expertise analyzing individual U.S. companies, meeting with the senior management of the companies and having direct access to the best and the brightest analysts and investment strategists on Wall Street. Her responsibilities grew to include managing $530 million in stock and bond portfolios for individuals, families, trusts, pension plans, endowments and foundations.  

Most recently, Leslie worked for myCFO in 2000 to develop their online financial planning and investment products for pre-IPO clients. She joined Woodside Asset Management as a Managing Director and then Sand Hill Advisors as a Senior Wealth Manager.

As Seen in Forbes, June 16, 2008

Leslie  graduated with a  Bachelors of Arts degree in  Economics  from  Trinity  College  in  Hartford, Connecticut.  She  is  a  member  of  the  CFA Institute,  the  Security  Analysts of San Francisco, the  national  Financial  Planning  Association and board member of the local Silicon Valley chapter. She  is  a    member  of  the    Financial    Women’s Association  and  the     National   Organization  of Women Business Owners.   She  has  also  been an active  volunteer in the  public school system,   the Junior  League  and Junior Achievement.      Leslie lives in Cupertino with her husband and daughter.