Ms. Ledvina is a senior executive in the financial services industry with extensive experience at Wall Street investment firms in research, investment banking and asset management. Best known for her market knowledge and corporate transactions, she has gained notoriety for her keen insights and research on private and public companies, as well as for security selection and investment expertise. As a respected speaker and writer, she has garnered interviews with publications including CBS Market Watch and TheStreet.com, with nationally syndicated radio shows, and has made numerous television appearances on CNBC, CNN and Bloomberg.
Currently, Ms. Ledvina is Vice President, Financial Advisor, and Senior Portfolio Manager, for Morgan Stanley Wealth Management where she works with high net worth clients. By addressing financial issues involving retirement and estate planning, core spending, philanthropic gifting, real estate ownership, and more complex matters associated with the IPO or M&A of a business, she empowers successful individuals to take control of their financial future. Previously, Ms. Ledvina worked with high net worth clients at Alliance Bernstein.
Before this, Ms. Ledvina was a Director at Saggio Capital Advisors, LLC, a financial services advisory firm, where she worked with private companies, venture capital firms and high net worth individuals to conduct private placements for technology-based financial services, digital and interactive TV, and laboratory services companies.
Ms. Ledvina was also a Principal at RBC Dain Rauscher where she was responsible for a research and banking franchise with $20M+ annualized revenue. In the investment banking division, she was responsible for venture capital relationships. Before this, she was the firm’s lead internet research analyst during the technology public market boom of 1998 thru 2000. In both roles, Ms. Ledvina was known for her insights into promising private companies and public market superstars including AOL, Yahoo!, InfoSpace, Multex, and others. She was also recognized for her highly successful IPO, secondary, private placement and merger and acquisition transactions.
Prior to her career in financial services, Ms. Ledvina served as Vice President of Research for the Meta Group, a thriving technology research house where her practice grew to over $10M in revenue over five years. As a recognized research authority in the Internet/WWW, data warehousing, applications packages, systems integrators, object-oriented tools, and middleware technology, Ms. Ledvina presented both domestically and internationally and was frequently quoted in trade publications. During this time, she was also actively involved with Wall Street institutional investors, where she provided unique insight and market moving information.
Ms. Ledvina has a solid technology background, having held a variety of positions in the software industry. As Senior Product Manager for Intersolv, she was responsible for product delivery and successful marketing of the company’s four major product lines encompassing application generation, design analysis, design recovery, and software configuration management. Previously, she was Third Party Marketing Manager for XA Systems where she developed and managed strategic reseller agreements with Honeywell/Groupe Bull and JCA/Unisys. She also spent several years with KPMG Peat Marwick in both a consulting and audit capacity.
In addition to her career, Ms. Ledvina is actively involved in charity, political, and business organizations. On the charitable front, she has served as an advisory board member for the Network for Teaching Entrepreneurship (NFTE), for Second Chance Employment Services (SCES), for Victory Youth Centers, and for Mercy Health Clinic. She also served as an executive committee member for the Boys & Girls Club’s Women’s ICON Group. Ms. Ledvina has also run political campaign fundraisers for presidential candidates and has been active in the Mid-Atlantic Venture Association (MAVA) connecting CEOs with the venture community.
Ms. Ledvina graduated from the University of Wisconsin-Eau Claire, with a B.B.A. in Management Information Systems and an emphasis in Accounting. She also completed credit hours toward her M.B.A. in Finance at the University of Minnesota, and obtained her certification in the Mergers & Acquisitions Program from the Anderson School of Management at UCLA. She has served as an early advisory board member to Internet Capital Group (ICGE) as well as other leading investment companies. In addition to holding insurance and mortgage licenses, Ms. Ledvina also holds Series 7, 31, 63 and 65 brokerage licenses.