Jay Leopold, CFA
Corporate Leadership Head of U.S. Investment Risk
Jay is head of U.S. investment risk for Columbia Threadneedle Investments, including equity, fixed income and multi-asset portfolios.
Summary
- Oversees the development of a global approach to investment risk, as well as the measurement, monitoring and management of investment risk
Credentials
- Served as managing director, investment risk at Legg Mason where he helped create a culture in which risk is placed on par with reward when making key decisions
- Chaired the Investment Risk Analysis Committee at Legg Mason Capital Management where he led efforts to embed risk analysis into the investment process
- 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
Education
- The Wharton School, University of Pennsylvania, B.S., cum laude, in Finance

Jay Leopold, CFA
Head of U.S. Investment Risk