William LeBoeuf

William LeBoeuf is the Senior Portfolio Manager at ATOMI FINANCIAL GROUP, INC., based in Dayton, OH. He brings over three decades of wealth management experience, having previously served as Managing Director and Senior Portfolio Manager at Compound, Merrill Lynch, Morgan Stanley, and Lehman Brothers. At ATOMI, he leads customized portfolio strategies tailored to entrepreneurs, business owners, and investors undergoing major liquidity events, emphasizing capital preservation and income generation.

LeBoeuf specializes in investment management across public equities and alternative assets, including private equity and direct lending, as well as estate and insurance planning. His client-focused approach includes complex asset allocation and wealth transfer planning, with regular advisement for attorneys and families pursuing non-traditional investment vehicles and multi-generational financial strategies.

He earned a Bachelor’s degree in Business Administration with a concentration in Finance from the University of Arizona and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Over his career, LeBoeuf has been recognized for his expertise in managing portfolios for clients experiencing liquidity events and his contributions to individualized financial solutions and alternative investment planning.