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| type, state, number: | attorney, ca, 50481 |
| issuer: state bar of california | |
| current status: active | |
| district: district 4 | |
| county: san francisco | |
| sections: | taxation trusts & estates |
| license history | |
| 01/05/1972 | admitted to the state bar of california |
What do Paul O'Neill, Rickey Henderson, and Tim Duncan all have in common? In addition to being champion sports stars, they can all claim Leland H. Faust as their wealth manager. Mr. Faust, Founder and Chairman of CSI Capital Management, serves as the chief portfolio manager and head of the firm's investment committee. He is also the manager of the CSI Equity Fund, a large-cap fund that has averaged an 8% annualized return over a three-year period. Mr. Faust is certified as a specialist in Taxation Law by the California Board of Legal Specialization, has lectured extensively on tax and financial matters, and is the co-author of Personal Tax Planning, a book for California lawyers. There's a good reason why people like wealthy sports stars trust their assets to Mr. Faust. Barron's has named him to its list of the Top 100 Mutual Fund Managers and the Top 100 Independent Financial Advisors. Mr. Faust is a graduate of the University of California, Berkeley, earning a B.A. in Economics, and is an honors graduate of Harvard Law School.