Attune Financial Advisors - RBC Wealth Management

Leslie B. Fox, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

35 years of investment experience, 40 years in financial services
Passed the Series 7, 9, 10 and 66 securities exams • Insurance licensed
Chartered Financial Analyst (CFA)
Awards: Forbes Best-in-State Wealth Advisor (2023, 2022, 2021, 2020, 2019)

Professional qualifications

Les began his career in Chicago, with Continental Illinois National Bank. He joined RBC Wealth Management in 1997 to help the firm expand its presence in discretionary portfolio management of the portfolio focus program. Prior to joining RBC Wealth Management, Les spent 13 years with Banc One Investment Advisors, where he was responsible for the firm’s portfolio management activities in the Southwest. During his tenure there, Les was on national committees responsible for investment policy and asset allocation, and served a term as Vice Chairman of the fixed income policy committee. Les also managed the One Group Government Bond Fund during its first year of operation.

Currently Les is a member of the Private Wealth program at RBC Wealth Management, which is comprised of a select group of financial advisors who have exclusive access to a team of experienced professionala who can assist with the development of well-rounded, well executed wealth management plans. In preparation for membership in the Private Wealth Program, Les completed detailed training on the 13 wealth management issues critical to the financial well being of high net worth individuals.

Born and raised in Youngstown, Ohio, Les attended Northwestern University in Evanston, Illinois, earning a Bachelor of Science degree in computer science in 1978. He received an MBA in finance and accounting from Washington University in St. Louis, Missouri in 1980, and successfully completed the required three year curriculum and annual testing to be awarded the Chartered Financial Analyst (CFA) designation in 1993. Les earned the Accredited Investment Fiduciary (AIF) designation in 2005. He is a member of the Association for Investment Management and Research and the Houston CFA Society.

Personal

Les has made his home in Houston for 40+ years with his wife, Cindy (a native Houstonian.) They have two grown daughters, Lauren and Lindsey, a terrific son-in-law, Marc (see below), and the most amazing granddaughters, Reese and Blake. Les currently serves on the board of directors and is a former Chairman of the investment committee of the CHRISTUS Foundation for Health Care. In 2006 and 2007, Les served as Chair of the organizing committee for the Bad Pants Open, a golf tournament benefiting the Newborn Center at Texas Children’s Hospital. Les remains active at Texas Children’s, participating on the organizing committee for the Bad Pants Open each year. In 2016, Les was honored to be the recipient of the RBC Wealth Management Volunteer of the Year award.

Les has played the drums since the age of 10 and continues to work on his skills at home, while finding the occasional gig for some musical fun. He has been the drummer for Night Court, an annual musical comedy show raising much needed funds for the legal needs of Houston’s most underserved citizens, for nearly 30 years.

The 2019 Forbes "Best-In-State Wealth Advisors" award was announced February 2019. Data as of 6/30/2018. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Marc Sancton, CFA®, CFP®, CPA*

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

832-208-0743

Email |

19 years of experience
Passed the Series 7 and 66 securities exams
Insurance licensed
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant, State of Texas

Professional qualifications

Marc has 13 years of experience in corporate finance and accounting and six years of investment and wealth planning experience at RBC Wealth Management.

Prior to joining RBC Wealth Management, Marc served as director of financial planning & analysis and strategic planning for Ignite Restaurant Group in Houston. Prior to moving to Houston, he worked in the finance group at Twentieth Century Fox in Los Angeles and at PricewaterhouseCoopers (PwC), in their Los Angeles and New York offices. Marc is a Certified Public Accountant and earned his Bachelor of Science degree in accounting, with minors in economics and business administration from the University at Albany – State University of New York.

Currently, Marc's focus within our team is on portfolio management of the portfolio focus program, planning and the credit needs of our clients. Marc enjoys taking advantage of his previous background in accounting and finance to help clients achieve their personal financial goals. Marc takes great satisfaction when clients are able to realize their goals, whether it is buying a new home, retiring or gifting to charities and family. Marc is endearingly referred to as our team’s resident “young gun.” Marc achieved RBC's Portfolio Manager designation after taking the firm required learning objectives.

Personal

Marc moved to Houston with his wife, Lauren (Les’s daughter), a native Houstonian, after living in Los Angeles and New York. Even though they continue to have an affinity for Los Angeles and he is working hard on passing his New York accent on to their daughters, Reese and Blake, Houston is most definitely home. Both Lauren and Marc are actively involved in their community with Horn Elementary School, the Evelyn Rubenstein Jewish Community Center of Houston and Bertha Alyce School as well as the Jewish Federation of Greater Houston. Marc currently serves as a board member on the Jewish Community Center of Houston Endowment Fund and committee member on the Jewish Federation of Greater Houston’s Budget and Finance Committee. When not working and volunteering, Marc spends his “free” time playing with his daughters, training for half marathons, “Pelotoning” with his wife, and enjoying the latest IPAs from Houston’s finest local microbreweries.

Brian Bergeron, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

713-888-8722

Email

13 years of experience in the investment management and financial services industry
Passed the Series 65 exam
Insurance licensed
CERTIFIED FINANCIAL PLANNER™

Professional qualifications

Prior to joining RBC Wealth Management in 2023, Brian spent five years running the day-to-day operations of Bergeron Wealth Management Co., LLC, a Registered Investment Advisor (RIA) based in Houston, TX. As the Managing Member and Portfolio Manager, Brian served his clients by taking a holistic approach to investment management and wealth planning.

Before he moved back to Houston in 2018, Brian spent eight years in New York City at Needham & Company, beginning his career as a fund accountant for the firm’s private equity and hedge funds. It was in Needham’s Asset Management department that Brian first recognized his true passion of value investing and the human behavioral aspects of financial markets. Brian then transitioned his focus to investment research and portfolio management as a vice president of the Needham Mutual Funds.

Brian earned his Bachelor of Science in business and economics with a degree in accounting from Lehigh University in Bethlehem, Pennsylvania.

Brian’s responsibility within Attune Financial Advisors includes capital allocation, investment due diligence, investment and economic research, and financial planning. Brian uses his background in investment management, financial planning, and accounting to help clients build unique, personalized portfolios to help them reach their financial goals.

Personal

After living in New York City for nearly a decade after college, Brian, a native Houstonian, jumped at the opportunity to move back to Texas. Brian, his wife, Stephanie, two children, Ella and Charlie, and their dog, Bogie, live in West University Place.

Brian and Stephanie are actively involved in their community, volunteering at their children’s schools and holding leadership roles at local nonprofit organizations. When not at work, Brian can be found planning his family’s next road trip, exploring Houston’s vibrant food scene or training for his next triathlon. Although no longer living in Brooklyn, Brian and his family continue their search for the world’s best pizza!