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Exit Strategy Advisors
Institutional Asset Management

Leo Haas

AIF®

Vice President

Leo Haas

AIF®

Vice President

Biography

Leo brings more than 40 years of experience in banking, corporate finance and private equity to Plancorp, where he currently focuses on wealth management for non-profits, private schools and endowments. Prior to joining Plancorp, he served as the Principal of Westgate Group and Executive Vice President of Boatmen’s National Bank.

Committed to giving back to the community, Leo and his family have served as local hosts for children traveling to St. Louis for treatment of serious medical conditions.

Community Involvement
  • Chairman of Fontbonne University’s Investment Committee
Education
  • University of Dayton, BA Mathematics and Economics, 1975
  • Northwestern University, Masters of Management, 1977

Insights

How Much Money to Put in Your Emergency Fund

Emergency funds. Everyone has heard of them, and most of us know we need to have cash ready for unexpected expenses. But what many do not know is how much money they, specifically, should set aside.

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The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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