Jay Leopold, CFA
Corporate Leadership Head of North America Investment Risk
Jay is the Head of North America Investment Risk
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.
Credentials
- Chairs the N.A. Investment Risk Committee, as well as the N.A. Liquidity Risk Committee
- Previously held several positions at Legg Mason, including managing director, investment risk; portfolio manager and equity analyst
- Served as president and director of the Baltimore Security Analysts Society
- Has 30 years’ experience as a risk officer, portfolio manager and securities analyst
- Holds the Chartered Financial Analyst® designation
- Spearheading efforts to accelerate partnership and innovation with the financial technology community
Education
- The Wharton School, University of Pennsylvania, B.S., cum laude, in Finance

Jay Leopold, CFA
Head of North America Investment Risk