The Team

Partner & Portfolio Manager

Mr. Casilio is an acting Partner and Portfolio Manager focusing on designing, implementing, and managing the portfolio management process. “Our goal is to build an investment portfolio to meet the goals and objectives of our clients. If we can succeed in achieving that, then we’ve done what our clients and the profession expects us to do.” Corey began his career in New York with Merrill Lynch Global Private Client Group where he served as a lead investment analyst and progressed to creating and managing a disciplined equity strategy for one of their largest producing Global Wealth Management Groups.

Boston, MA

Partner & Wealth Manager

Mr. Leitch is an acting Partner and Wealth Manager specializing in financial advisory services relating to retirement planning, portfolio allocation modeling, and developing actionable strategies to assist clients in achieving financial security. “We are of the mindset that you only have to get rich once, or that when you reach your level of financial independence, why jeopardize it by not having a disciplined strategic plan?” William has a Master’s of Science in Financial Analysis from The University of San Francisco. He previously worked in TD Ameritrade’s High Net Worth department, Morgan Stanley’s Financial Advisory Group, and was a trader on the Pacific Stock Exchange.

Walnut Creek, CA

Director of Advisory Services

Mr. Cantera has twenty-five years’ experience in consulting, finance, and investments. Prior to joining Casilio-Leitch, he was President of Contour Capital which he founded in 2006. In earlier lives, he worked for Arthur Andersen, was Director of Finance for The Nature Conservancy, and CFO for a subsidiary of CIGNA Corporation. He is a graduate of the University of Montana and Cornell University and the CFP® Board-Registered Program in Financial Planning at UCLA.

Reno, NV