Avery joined the firm as an Analyst in 2019 and was promoted to Advisor in 2022. As a member of our Investment Committee, his responsibilities include the development and implementation of portfolio strategies, supporting research efforts across the firm, and working closely with our Portfolio Managers to ensure portfolios are carefully aligned with client goals. Prior to joining Leisure Capital, Avery worked as an associate at Mercer Advisors, a wealth management firm with more than $32 billion in assets under management. He earned his bachelor’s degree from the University of Nebraska at Omaha. Avery has supported the Pacific Life LIFEvest Financial Literacy Program, is a member of the Y
Avery Wenck
Advisor at Leisure Capital Management
Leisure Capital Management
United States, California, Newport Beach
About Me
Profile Information
Advisor at Leisure Capital Management
Leisure Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Aug 19, 2024
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