Over 20 Years of Investment Industry Experience

Antoinette joined Leading Edge Investment Advisors in July of 2020 as Senior Vice President and is responsible for marketing and client service for the firm. Antoinette champions the voice of the client across all business functions and leads client engagement which includes onboarding, reporting, client/product strategy, and new business development. Antoinette is a member of the Investment Committee and the Compliance Committee.

Antoinette was the Director of Client Service & Marketing at Metis Global Partners where she managed client service, marketing, operations, and compliance. Prior to that, Antoinette served as the Director of Marketing and Client Services at Herndon Capital Management where she was responsible for the execution of long-term strategic growth initiatives. During her tenure, she led the marketing, client service and consultant relations efforts for the firm. Early in her career, Antoinette worked on the sell-side where she was responsible for institutional sales and trading, operations, and compliance.

Antoinette earned an Executive Master of Business Administration with a concentration in Strategy and Leadership from the University of North Carolina, Kenan-Flagler Business School – Chapel Hill and a Bachelor of Business Administration in Finance from Saint Joseph’s University. She has also passed the National Association of Securities Dealers Series, 24, 7, 55, 65 and 63 certification examinations. Antoinette serves on the Board of Directors for the National Association of Securities Professionals (NASP) and as the President of the Northern California Chapter. She also serves as a steering committee member for the Investment Diversity Advisory Council (IDAC).