Robert Rankin Leaper

Employer firm

Smartleaf Asset Management LLC CRD 172273

$6.85B regulatory AUM

Reported services (Item 5G)

• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → Present
  Smartleaf Asset Management
  Boston, MA
• 02/2015 → Present
  Panovista.cO Llc
  Newton, MA
• 06/2019 → 10/2020
  Fintech Studios Inc
  New York, NY
• 03/2017 → 04/2019
  Finmason Inc
  Boston, MA
• 11/2020 → Present
  Smartleaf Inc
  Boston, MA

Other Businesses

Yes. Panovista.co LLC, a MA corporation. This is not investment related. Location, 6 Merton St, Newton, MA 02458 Provides strategic and business development consulting services President and sole shareholder. Founded February 2015. I currently am devoting no time to this business. Role is as Principal Consultant to FinTech companies

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-22