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TRISTAN LEOPOLD

Tristan Leopold is an Associate Wealth Advisor at Union Bridge Capital. Tristan’s responsibilities include assisting advisors in evaluating new products or platforms that may be recommended for client needs. With over a year at Union Bridge Capital, Tristan brings a fresh perspective to the team.

MY GREATEST STRENGTHS

  • Information Clarity and Accessibility – I believe my greatest value to clients is ensuring they have all the information needed to make informed financial decisions.
  • Collaborative Team Approach – I thrive working with a fantastic team that is genuinely invested in seeing those around them succeed.

YOU MAY BE SURPRISED TO KNOW

  • In college, I co-founded a chapter of Active Minds, an advocacy organization that provides techniques for living mentally and physically healthier lives.

PRACTICE FOCUS

  • Financial analysis and advisory support
  • Product and platform evaluation
  • Client education and communication

CLIENT EXPERIENCE

  • Supporting comprehensive client advisory services
  • Assisting with complex financial decision-making

EDUCATION

  • B.S. in Finance, Pennsylvania State University at Behrend, 2024
  • Series 6 License
  • Series 63 License
  • Series 65 License
  • PA Life, Accident, and Health License