Leonard Boccia ’89 (treasurer) has been in the financial services industry for over 29 years. He currently works for UBS and serves as a managing director for wealth management. Prior to joining UBS, he was a managing director at Wells Fargo Advisors for 11 years and a senior vice president of investments for Advest, Inc. He started his career as a financial advisor for W.J. Nolan where he eventually became a partner. He has achieved the honor of being recognized as a Barron’s top advisor. He made this prestigious list in five of the past seven years, and most recently was on the Financial Times top 400 for 2015 and 2016.
Mr. Boccia earned a bachelor’s degree in finance and marketing from SUNY New Paltz and holds his Series 7 and 63 securities licenses, CRPC ®, along with variable insurance licenses. He lives in Westchester County with his wife and two children.