Our mission is to provide our clients with reliable, timely, and personalized advice to help them reach their financial goals;
as well as access to innovative investment opportunities that may help them achieve those goals.
PI Analytics seeks to bridge the benefits between technology and relationship driven financial services in order to deliver highly personalized, low cost, timely and efficient advice to our customers.
Our clients are at the center of PI Analytics; we aim to provide the highest levels of service guided by our core values of trust, transparency, and stewardship.
Leonard holds a PhD in Econometrics from Tulane University and a BS in Mathematics from Hampden-Sydney College. He founded PI Analytics in 2005 on the back of a long career in financial modeling and investment management at industry leading companies including Wells Fargo, and Fannie Mae, along side more focused companies including a mortgage REIT, and a private-equity fund. With a passion for leveraging technology to support decision making, Leonard is leading PI's vision to provide our clients with affordable industry leading, investment advisory services.