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Darren L
CFA®, Series 63
Schenectady, NY
Acacia Grove Wealth Management
Darren Leader is a CFA® charterholder based in Schenectady, NY, with seven years of industry experience. He currently leads Acacia Grove Wealth Management, an independent firm he has been with since 2024. His prior experience includes roles at Purshe Kaplan Sterling Investments and Simmons Capital Group. Acacia Grove Wealth Management provides discretionary investment management, financial planning, and project-based consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach focusing on ETFs, mutual funds, and certificates of deposit, serving a small client base with account minimums typically set at $1.5 million.
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