Advisors at this firm
Angela F
Series 63
Wexford, PA
Leonard Advisory Group LLC
Angela Ferrante is a financial advisor at Leonard Advisory Group LLC with 37 years of industry experience. She holds the Series 63 designation and has worked at Leonard Advisory Group and Center Street Advisors, among other firms. Outside of her advisory role, she is president of Laurel Highlands Risk Management and owns a family farm, A.M. Cattle Company. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals and business entities, including high-net-worth clients. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering discretionary portfolio management and referrals to third-party money managers.
Peter B
CFP®, Series 63, Series 65
Wexford, PA
Leonard Advisory Group LLC
Peter Belcastro is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Leonard Advisory Group LLC in Pittsburgh, PA. He previously worked at Bill Few Associates, Inc. and Bill Few Securities, Inc. from 2015 to 2023. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing approximately $69.5 million in client assets with a three-advisor team.
Joshua L
Series 65
Saint Joseph, MI
Leonard Advisory Group LLC
Joshua Leonard is a financial advisor at Leonard Advisory Group LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Center Street Advisors and J. Leonard Financial Services. Leonard is also involved in marketing research focused on insurance product research and presentation. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $69.5 million in client assets, employs fundamental analysis and modern portfolio theory for portfolio construction, and often uses discretionary authority to implement asset allocation.
