Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Leo Reichle

Houston,Tx

Summary

Accomplished Director of Investments at Oppenheimer, Inc., with a proven track record of managing over $550mm in assets and driving significant business growth. Expert in strategic planning and people management, I excel in fostering high-performing teams and enhancing client portfolios. Skilled in operations management, my career began at Alex Brown, The MMAR Group, showcasing a strong foundation in financial acumen and leadership.

Overview

34
34
years of professional experience

Work History

Marketing Director

HTX Pain Center
01.2022 - Current
  • Built strong relationships with industry professionals and influencers.
  • Developed comprehensive marketing plans in alignment with overall business goals and objectives.
  • Oversaw the creation of compelling marketing materials, including brochures, presentations, and social media content.
  • Have complete understanding of the Letter of Protection model utilized by personal injury attorney
  • Optimized digital marketing efforts for increased online presence and customer engagement.


Director of Investments

Oppenheimer, Inc.
09.2018 - Current
  • My team provides advice to high-net-worth individuals including estate planning, specialized business services, institutional cash management, retirement plan solutions, trust services, personal and business insurance solutions, and investments
  • Identifying and prioritizing what matters most to the client is all part of the process-the more we understand your financial situation and life expectancies, the deeper our level of advice
  • Running an effective business typically means planning which could include a merger, acquisition, sale, and succession planning
  • We help companies of all sizes
  • Consulting for startups, buy/sell agreements, and acquiring potential investors
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.

Managing Director

Partners Advisors, Inc.
01.2002 - 01.2018
  • Company Overview: Opened Partners Advisors, a Registered Investment Advisor, with Ron Stapleton head of Shell Pension Plan
  • Partners Advisors was created as an active fixed income institutional specialist structured to deliver outcomes tailored for investors seeking to enhance the return of their portfolio
  • The firm grew to over 300 million in assets under management
  • Added high net worth individual, advising portfolio construction, asset allocation, estate planning, insurance, and business services
  • Sold company in 2018 to large Money Manager
  • Opened Partners Advisors, a Registered Investment Advisor, with Ron Stapleton head of Shell Pension Plan
  • Partners Advisors was created as an active fixed income institutional specialist structured to deliver outcomes tailored for investors seeking to enhance the return of their portfolio

Alex Brown, The MMAR Group
09.1990 - 12.2001
  • Began financial career as bond trader
  • Specialized institutional clients
  • Bought cashflows from mortgage loans and securitized into structured securities

Education

Bachelor of Arts - Political Economy

Texas State University
San Marcos, TX
05.1978

Skills

  • Strategic Planning
  • Verbal and written communication
  • People Management
  • Operations Management

Affiliations

  • Board Director-Texas Children’s Hospital-Cancer Division
  • Board Director-Fore the Cure-Charity
  • Past Board Director -Houston Epilepsy-Charity
  • Past Vice Chairman of HLS&R. Parade-Charity
  • Past Board Member of Memorial Hall School
  • Past President and Board Member of Ranchers Ride
  • Member of Tejas Vaquero’s-35 years
  • Member of Lakeside Country Club-15 years

Timeline

Marketing Director

HTX Pain Center
01.2022 - Current

Director of Investments

Oppenheimer, Inc.
09.2018 - Current

Managing Director

Partners Advisors, Inc.
01.2002 - 01.2018

Alex Brown, The MMAR Group
09.1990 - 12.2001

Bachelor of Arts - Political Economy

Texas State University

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Leo Reichle