CAAB Welcomes Joseph Leitmann-Santa Cruz as Community Outreach & Marketing Manager
Washington, DC – October 31, 2013 – Capital Area Asset Builders (www.caab.org) is pleased to announce its recent hire of Joseph Leitmann-Santa Cruz who joins the CAAB team as Community Outreach & Marketing Manager.
Mr. Leitmann-Santa Cruz is a Financial services professional with over 13 years of experience in a broad spectrum of marketing/communications, program & project management and portfolio management servicing financial advisors, endowments and foundations, and high-net-worth individuals & families.
“With Joseph joining the team, we are very interested in engaging and developing partnerships with financial services companies in the Greater DC area,” said Richard Petersen, CAAB’s Executive Director. “Our goal is to partner with them to work towards creating a community that provides everyone with the incentives and opportunities to build and protect their financial assets and fully participate in the American economic mainstream. CAAB works with low- and moderate-income working families to invest in themselves by saving to go to College, buying a home and opening a small business.”
“I was attracted by CAAB’s goal of Investing in People, Strengthening Communities,” said Leitmann-Santa Cruz. “I intend to apply my wealth management and investment management experience and skills to achieve CAAB’s mission to empower low- and moderate-income residents of the Greater DC area to take control of their finances, increase their savings and build wealth for a better future.”
Mr. Leitmann-Santa Cruz comes to CAAB with experience in the financial services sector. During his professional tenure, he has managed relationships, strategies, teams and programs at a wealth management firm in McLean, VA and two institutional money management firms in San Francisco, CA.
In addition to his professional responsibilities, Mr. Leitmann-Santa Cruz has also been very active in working with non-profit organizations in the Greater DC area on a pro bono basis. Most recently, he developed financial education programs for two Washington, DC-based non-profit organizations where he also is a guest speaker on financial planning best practices for low-income first time homebuyers and on money management for small business entrepreneurs.
Mr. Leitmann-Santa Cruz lives in Arlington, VA with his wife and their 2-year old daughter.
For more information, please contact Richard Petersen by phone at (202) 419-1440 or by email at rpetersen@caab.org.
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ABOUT CAAB
Capital Area Asset Builders (CAAB) is a not-for-profit organization working to empower low- and moderate-income residents of the Greater DC area to take control of their finances, increase their savings and build wealth for a better future. For further information on CAAB, please visit www.caab.org or follow us on Twitter at @CAAB_GreaterDC.