E. Leigh Bivings (CDFA, CFP®, PhD)

E. Leigh Bivings focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Leigh is the founder of Artemis and serves as the firm's Chief Executive Officer. As CEO, she sets the firm's overall direction and its investment strategy. Leigh works primarily with busy professionals who are nearing retirement and who value smart, customized investment management embedded in a financial plan. Leigh also specializes in retirement income planning, divorce planning and women's financial needs. 

Additional Information

Prior to founding Artemis, Leigh was a managing director at Stax, Inc., an investment research firm, and a partner at the Monitor Group, a global strategy advisory firm.  Her international experience spans Latin America where she was a Peace Corps volunteer and conducted her doctoral work.  She has also worked in Canada, South America, and Europe.

 

Leigh has a Ph.D. in applied economics from Stanford University, and, M.A. in International Trade and Finance from the University of Sussex and an A.B. from Pomona College. She has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993.

 

Leigh is very active in the community and currently serves on the Finance Committee of the YWCA Boston.  She is a member of the Boston Economic Club, Boston Estate Planning Council, Financial Planning Association, National Association of Personal Financial Advisors, and the Association of Divorce Financial Planners. 

NAPFA Start Date

February 26, 2007

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This Office

54 Chandler St Boston, MA 02116-6218 Phone: (617) 542-2420 Fax: (617) 542-0011