Leslie S. Gunawan
About Leslie S. Gunawan
Leslie S. Gunawan is the Managing Director at UBS in Dallas, Texas, with over 15 years of experience in portfolio management and asset protection. He specializes in goals-based strategies for ultra high net worth families and institutions.
Work at UBS
Leslie S. Gunawan has been serving as a Managing Director at UBS since 2021. Operating out of Dallas, Texas, he focuses on private wealth management. His role involves developing and implementing strategies tailored to meet the unique financial needs of clients, particularly ultra high net worth families, family offices, endowments, and foundations.
Previous Experience at Merrill Lynch
Before joining UBS, Leslie S. Gunawan worked at Merrill Lynch as an International Financial Advisor from 2004 to 2011. During his seven years there, he provided financial advice and investment strategies to a diverse clientele, enhancing his expertise in portfolio management and asset protection.
Experience at JP Morgan Private Bank
Leslie S. Gunawan was employed at JP Morgan Private Bank as a Global Investment Specialist from 2010 to 2021. Over the course of eleven years, he specialized in investment strategies and portfolio management, further solidifying his reputation in the financial services industry.
Education and Expertise
Leslie S. Gunawan studied at The University of Texas at Austin, where he earned a Bachelor of Business Administration with a focus on Finance. He also attended The London School of Economics and Political Science (LSE), studying International Economics and completing a Focus program. His educational background supports his extensive experience in financial advisory and investment management.
Background in Strategic Planning
Prior to his roles in wealth management, Leslie S. Gunawan worked in strategic planning at Neiman Marcus from 2002 to 2004. This experience contributed to his understanding of business strategy and financial planning, which he later applied in his financial advisory roles.