Leslie D. Irby, CFP®, AIF®
Leslie D. Irby, CFP®, AIF® earned a Bachelor of Arts degree in Mathematics with a minor in Computer Science from the University of Texas in Austin in 1972. He earned the Accredited Investment Fiduciary®(AIF®) professional designation from the Center of Fiduciary Studies in 2007. Mr. Irby received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in June 2010 from the Certified Financial Planner Board of Standards, Inc.
Mr. Irby joined RPJ as Vice President of Institutional Development in 2007 and became a principal of the firm in 2013.
Mr. Irby focuses on guiding the Directors and Officers of tax exempt organizations on their vital fiduciary responsibilities in the proper management of their investable fund assets. He provides guidance on the rules that define the standard of conduct for governing boards regarding best investment practices.
His experience includes the development of cash management and reserve fund policies, Investment Policy Statements, and other financial governance documents. He also conducts detailed analyses of an individual organization’s investment allocation, investment selection criteria, performance results, and benchmarking approaches. He advocates the application of Modern and Post-Modern Portfolio Theory investment processes in support of institutional investment goals.
Prior to joining the firm Mr. Irby spent 35 years working in the computer technology industry.
Les and his wife, Cheryl, reside in McLean, Virginia. They have three adult children. He is a regular runner and enjoys playing golf and handball.