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Trent Leyda
Managing Director and Chief Investment Officer at SpirePoint Private Client. He focuses on building a team to become a high-performance family wealth office.
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May 8, 2025
• 51min
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
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Join Trent Leyda, Managing Director and Chief Investment Officer at SpirePoint, and Kay Campione, a former CIA officer turned Executive Director at SpirePoint, as they share their intriguing journey from wirehouse firms to building a legacy-focused family wealth office. They discuss the challenges of traditional wealth management, their commitment to client-centric service, and the importance of independence. Kay highlights her unique transition from intelligence to finance, while Trent emphasizes the value of teamwork in fostering strong client relationships.
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