Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 41 years of industry experience, currently serving as a managing partner at Investment Leadership, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He participates in the Finance Council of St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm employs a mix of fundamental and technical analysis with a macroeconomic overlay to create customized asset allocation strategies and offers both discretionary and non-discretionary account management.