Chris Leslie, CFP®, CIMA®

Director of Portfolio Management

Chris is the Director of Portfolio Management at Godsey & Gibb Wealth Management. In this role, he oversees the implementation of Godsey & Gibb’s investment strategy in alignment with each client’s long-term goals and risk tolerance. As a part of this process, he works closely with the firm’s wealth management advisors and the Chief Investment Officer to support strategy development and manage complex portfolios with a focus on risk management, asset allocation, and long-term performance. In addition, he partners with Godsey & Gibb’s in-house research team to monitor individual companies held within client portfolios and adjusts portfolios based on macroeconomic conditions.

With more than 15 years of experience in the financial industry, Chris has built his career at the intersection of investment management and wealth planning to provide holistic long-term financial solutions to individuals and their families. He has worked directly with clients to develop comprehensive and goal-oriented plans while also supporting efforts behind the scenes with the development and implementation of customized and risk-aware strategies. Overall, his approach emphasizes collaboration and communication with a focus on education.

Before joining Godsey & Gibb in 2022, Chris spent 10 years at a Fortune 500 firm focused on retirement and investment products, serving in a variety of roles including Portfolio Analyst, Advisory Outreach Consultant, and Senior Account Services Analyst. As an analyst, Chris provided investment management support and analysis for client portfolios totaling approximately $5.2 billion. He was also responsible for allocation oversight and rebalancing portfolios to align with investment objectives. Additionally, he worked on numerous process improvement and employee development projects aimed at streamlining efficiency and enhancing effectiveness. This included producing bottom-up new hire training programs as well as the creation and implementation of various standard operating procedures.

Chris earned a Bachelor of Science in Finance from the University of South Florida. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®.

Outside of work, Chris enjoys spending time with his wife, Ashley, their two daughters, and their two bernedoodles. As a family, they enjoy festivals, theme parks, minor league baseball games, and trips to the mountains. Chris is also a fan of college football and hockey (Tampa Bay Lightning) and enjoys fishing whenever he has the chance.