Ricardo (Rick) Leyva, TEP® Senior Partner, Managing DirectorRicardo Leyva is a Senior Partner and Managing Director at Snowden Lane Partners. Prior to joining Snowden Lane, Rick was Senior Vice President & International Wealth Management Adviser at Merrill Lynch. Having begun his career in the financial services industry in 1995, Rick is dedicated to providing financial services and investments to clients throughout the United States, Europe and Latin America. His career included having worked in the area of Private Banking and Wealth Management for Barclays Bank in London and later through the sale of their international business with the Royal Bank of Canada in Toronto, New York and Miami. Advising foreign nationals with investments and business interests in the U.S. as well as U.S. persons with interests abroad, Mr. Leyva works closely with his clients and their trusted advisers, that include Attorneys and CPAs, to implement the most current and compliant wealth structuring solutions. Having access to the broad range of investments and credit and lending solutions in multiple currencies allows Mr. Leyva to advise high net worth individuals and families on thoughtful and appropriate wealth accumulation, preservation and transfer strategies. Mr. Leyva’s focus is on forming long-term relationships and helping clients in all aspects of their financial lives. After receiving training and accreditation in several European and Caribbean jurisdictions pertaining to Trust and Estate Planning from Barclays Bank and the Royal Bank of Canada, Rick served as a member of the Society of Trust and Estate Practitioners ( “STEP”) Caribbean Chapter and is currently involved with the STEP Chapters in Los Angeles and San Diego. Rick is TEP (Trust and Estate Practitioner) title member, and received his Bachelor of Science degree in Business from San Diego State University. Rick resides in San Diego with his wife and two children. He is an avid runner who has competed in several New York City Marathons.
The LEAD International Group
San Diego, CA