Leia Caponegro
Client Service Specialist
Leia’s primary role is providing superior service to Ohanesian / Lecours clients. Her wide range of responsibilities include assisting advisors with client meeting preparation and helping clients navigate complex forms required by our custodians.
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Sandy Hart
Senior Vice President & Partner
Sandy is an original partner of O/L and was integral to the set-up of the firm in 1989. She has been involved in all facets of the business, including broker support, licensing, commissions, payroll, benefits, operations, IT, and management.
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Erika J. LeBaron
Operations & Commissions Manager
Erika has been working in the securities industry since 1988. She is responsible for the commission/fee processes and has oversight for client operations. She is also responsible for the firm’s bookkeeping functions.
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Nikki Peton
Receptionist & Operations Support
Nikki efficiently bounces between front desk responsibilities and operational support. Her background includes positions in customer service, Administrative Assistant and paralegal/legal assistant work in estate planning and real estate.
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Donna S. Rizzio
Client Service Specialist
Donna is Ohanesian / Lecours’ client and custodian operations liaison. She works directly with clients and advisors to process requests, solve problems and manage the flow of paperwork.
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Paul Rizzio
Operations Support
Paul provides ongoing operational support to all staff and assists with the implementation of our many software platforms. He also facilitates and monitors the flow of new account documentation and is our in house liaison regarding form requirements and day to day operations.