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
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Jay Leopold, CFA
Head of North America Investment Risk