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