Robert LeRoy

Robert LeRoyCFA®Chartered Financial AnalystCEPA®Certified Exit Planning AdvisorFounding Principal, Portfolio Manager and Private Wealth & Institutional Advisor

(585) 505-5598

Robert LeRoy

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With more than 16 years of experience in the financial services industry, Robert joins Indivisible Partners as a Portfolio Manager and Founding Principal of Woodring | LeRoy Capital Advisors.  Driven by a commitment to offer clients access to a wide range of investment opportunities, insights, and innovative ideas, Robert brings a dynamic and forward-thinking approach to wealth management and client service at Indivisible Partners.

In his previous role as a Portfolio Manager within Merrill Lynch’s Investment Advisory Program, Robert specialized in crafting customized investment strategies for institutions, high-net-worth individuals, and business owners. As a qualified Portfolio Manager, he went beyond traditional advisory services, working closely with clients to align their financial goals with bespoke, goal-driven strategies. These strategies often featured a strategic mix of individual stocks, bonds, model portfolios, and third-party investment solutions, tailored to each client’s unique needs and objectives.

Robert earned an MBA from the Simon Business School at the University of Rochester, and a bachelor’s degree in business administration from SUNY Geneseo. He began his career in financial services in 2008 and is a CFA® Charterholder. Outside of work, Robert is an avid outdoorsman who enjoys hiking and spending quality time with his wife, Felicia, and their miniature dachshund, Benny.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. CEPA® and/or Certified Exit Planning Advisor® certification is issued by the Exit Planning Institute to represent completion of an exit planning and value acceleration program. CPFA™ and/or Certified Plan Fiduciary Advisor™ certification is issued by the National Association of Plan Advisors to represent completion of a credential program involving fiduciary responsibility, regulatory compliance, and best practices in retirement plan management. For advisor registration information, please visit advisorinfo.sec.gov.