Hoa V. Le, CFP®, CIPM, AWMA®, WMS
Hoa V. Le, CFP®, CIPM, AWMA®, WMS is Head of Operations, Technology, Financial Planning, and a Partner of Williams Jones. Mr. Le joined Williams Jones in 2007. He has over 20 years of experience in the investment management and financial services industry. Previously, Mr. Le was a Technology Consultant in the Investment Management Group at Advent Software and an Investment Operations Manager at the Steffen Group, a division of Northwestern Mutual. He began his career at Commonwealth Financial Network where he worked in various positions as an Asset Management Associate, Fee-Based Product Specialist and Portfolio Management Software Specialist, and has held NASD licenses (24, 4, 7, 66). Mr. Le received a B.A. in Economics from Brandeis University.