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Leon Wiatrak

CFA®, MBA
McCullough & Associates, LLC
Mill Valley, CA
Wealth formation is a long-term proposition

Meet Leon

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Introduction - Leon Wiatrak
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Portfolio Management - Leon Wiatrak
Video Transcripts

McCullough & Associates LLC is an employee-owned independent advisory firm located in Marin County, just across the Golden Gate Bridge. Originally founded in San Francisco in 1974, the firm has a long and successful reputation of adding investment value for clients in the US financial markets. The firm manages assets for high-net-worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds. Investment services offered by…

McCullough & Associates LLC is an employee-owned independent advisory firm located in Marin County, just across the Golden Gate Bridge. Originally founded in San Francisco in 1974, the firm has a long and successful reputation of adding investment value for clients in the US financial markets. The firm manages assets for high-net-worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds. Investment services offered by McCullough include equity and fixed income portfolio management and option strategies for concentrated equity position.

McCullough’s philosophy is based on the belief that client wealth formation and capital preservation is a long-term proposition. While seeking asset appreciation, the approach is conservative in nature, and meant to protect against downside risk through challenging market environments.

Being a fee-based advisor, McCullough’s incentives are naturally aligned with those of its clients. Entering into their fourth decade of providing expert advice, the firm continues to embrace the investment principles and beliefs of the founders, while adapting to the ever-changing investment landscape.

Leon Wiatrak is the Managing Member of McCullough, bringing over 45 years of professional experience in the financial markets. His career began at Bank of America and during his 20-year tenure, the bank was recognized as a Primary Dealer by the Federal Reserve Bank of New York. With a fixed-income orientation, Leon learned the causality between US interest rates and economic growth, as related to foreign exchange and international debt markets, and global economies. During this time global financial markets became more interdependent, and through his travels in the US, Europe and Asia, Leon met and worked with key individuals in the industry. These experiences were not only unique, but beneficial, and offer him a distinct advantage in today’s challenging financial markets.

Having enjoyed the personal side of the business he sought to use his expertise to serve the investment needs of both individual and institutional clients as he transitioned into the advisory business over the last 25 years. Leon graduated with a BA in Economics from the University of San Francisco and is a graduate of the Harvard University Graduate School of Business, Senior Managers’ Program, in Vevey, Switzerland.


Services offered

Investment management
Retirement planning
Tax planning
Estate planning
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Certifications and licenses

CFA® - Chartered Financial Analyst®

Memberships

CFA Institute - Chartered Financial Analyst Institute

Education

MBA
Bachelors
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