Senior Vice President & Relationship Manager, Partner
Madelon Yanta Leone joined South Texas Money Management in October 2001 as Senior Investment Advisor, with responsibility for a broad range of services to the firm's individual clients.
She has a strong background in investment advisory services, having worked nearly four years for Merrill Lynch Capital Markets in Dallas, where she was Institutional Equities Sales Administrator, with responsibilities that included disseminating fundamental and technical research to clients, as well as trading stocks, options and convertible bonds. She also coordinated interaction between Merrill Lynch's research analysts and the firm's regional client base.
After moving back to San Antonio in late 1990, Ms. Leone worked at Southwestern Capital Markets and Smith Barney prior to joining Glass Management Company, where she was Vice President and Portfolio Manager for four years, and where her duties included structuring portfolios, client service, research and analysis, and trading.
Ms. Leone has a Bachelor's degree in Business Administration from Texas A & M University. She received her Chartered Financial Analyst designation in 1993 and is a member of the CFA Society of San Antonio. She currently serves as Treasurer for The Ballet Conservatory of South Texas and chairs the finance committee for the Friends of Christus Santa Rosa Foundation.