Jay Leopold, CFA

Head of North America Investment Risk


Jay is Head of Investment Risk, North America.

 

SUMMARY

  • Oversees the measurement, monitoring and management of investment risk for equity, fixed-income and multi-asset portfolios in North America, as well as contributes to our global approach.
  • Chairs the N.A. Investment Risk Committee, as well as the N.A. Liquidity Risk Committee
  • Spearheading efforts to accelerate partnership and innovation with the financial technology community
  • Joined one of the Columbia Threadneedle Investments firms in 2014
  • Previously held several positions at Legg Mason, including managing director of investment risk, portfolio manager and equity analyst
  • Served as president and director of the Baltimore Security Analysts Society
  • Has more than 30 years of investment experience
  • Holds the Chartered Financial Analyst® designation

EDUCATION

  • The Wharton School, University of Pennsylvania, B.S., cum laude, finance