Bart Leonard

Investment Professional

Bart started in the investment industry in 1987.  He is one of the founding directors of Bartleys Wealth Management.  Bart attended Texas Christian University and received his Bachelor's of Science in Economics with minors in Urban Planning and Photography.  Following college he worked as a sales trader for Cantor Fitzgerald and Co., Inc. in Los Angeles, California.

When Bart moved back to Colorado he was hired at Charles Schwab and Co., Inc. and work there for 13 years.  He held positions in retail trading, institutional trading, and was a manager and trainer for Schwab's Active Trader division.  Bart  moved to the Golden area in 2004, where his focus changed to working with individuals and families  on their various investment and planning needs.

Bart holds his FINRA Series 7 (General Securities), Series 63 (State Securities), and Series 8 (Security Sales Supervisor and Registered Options Principal) registrations.

Bart grew up in the greater Denver area, attended Kent Denver Country Day School, and in his spare time enjoys fishing, hiking, travel, and an occasional game of golf. 

Phone 303-278-9988