CB&H Wealth Management Services

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.