CB&H Wealth Management Services Team
Wesley H. Watkins, CPA/PFS
President
Mark T. Maund, CEPP®
Vice President
Tina M. Leiter
Chief Compliance Officer
Richard D. Cundey, RFC®
Director of Corporate Retirement Planning
Jeffery A. Gump
Senior Wealth Manager
Nancy Delgado
Client Services Coordinator
Jeannie Gravett
Client Services Coordinator
Kevin M. Shea, CFP®, CPA
Financial Services Professional
Tina M. Leiter
Chief Compliance Officer
200 South 10th Street
Suite 900
Richmond, Virginia 23219
804.673.4224
804.673.4290 fax
tleiter@cbhwealth.com
Tina serves as the Chief Compliance Officer for CB&H
Wealth Management Services, LLC . She
has over 22 years of experience in the financial services industry, including
regulatory compliance and corporate administration for registered investment
advisers, registered mutual funds, and unregistered or private investment
vehicles.
Based in our Richmond office, Tina is responsible for overseeing and managing compliance matters for CB&H Management’s registered investment adviser, ensuring that the adviser is complying with regulatory requirements and that it has a sound compliance infrastructure. Tina is continually working to maintain a strong culture of compliance throughout the firm.
Prior to joining CB&H Wealth Management, Tina served as the Chief Compliance Officer for The Investment Fund for Foundation which offered a series a multi-manager investment vehicles to non-profit organizations.
Tina received her Bachelor of Arts in Business Administration from Lynchburg College.
