Stefan Fencl, CFA Founder & Chief Investment Officer

Stefan began his investment career in 1998 at Ameriprise Financial serving individual investors and their families. 

In 2005, Stefan joined Capital Advisors Group and began working with institutional clients and built an expertise in fixed income investing. In 2012, Stefan co-founded Arboretum Asset Management, providing enhanced cash management services to banks and institutional investors, which was formed into Square 1 Asset Management, a division of Square 1 Bank.

In 2016, Stefan returned to serving high net worth individuals, families and foundations before launching LEEP Asset Management.  

Stefan has a Bachelor of Arts degree from Miami University; he is a CFA® charterholder and an active member of the CFA Institute and CFA Society of North Carolina.

Stefan serves as a board member of the CLT Foundation and is actively engaged with Sports Outreach International.  He and his wife, Amber, reside in Charlotte, North Carolina and focus their philanthropic efforts around education, empowerment and equality while cultivating a generous, outreach mindset in their 4 children.         

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