Kaleel Investment Advisors, LLC

Laura Alspaugh is a CFA® charterholder with nine years of industry experience, currently serving at Kaleel Investment Advisors, LLC since 2017. She also works with The Kaleel Company, Inc. and previously spent nine years at Lincoln Financial Securities Corporation. Kaleel Investment Advisors provides personalized financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm manages approximately $145 million across fewer than 80 client relationships, focusing primarily on non-discretionary accounts with investments in no-load or low-fee mutual funds, index funds, and ETFs.

Muhammed Kaleel is the principal of Kaleel Investment Advisors, LLC in Boston, MA, with 54 years of industry experience. He holds a Series 63 designation and has held roles at Lincoln Financial Securities Corporation and OSAIC. Kaleel is also president of The Kaleel Company, Inc., an insurance business offering various insurance products. Kaleel Investment Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm manages approximately $145 million, typically investing in no-load or low-fee mutual funds, index funds, and ETFs, with most assets managed on a non-discretionary basis.