Jay Leopold, CFA

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