Jay Leopold, CFA

Head of North America Investment Risk


As Head of North America Investment Risk, Jay oversees the measurement, monitoring and management of investment risk for equity, fixed-income and multi-asset portfolios.

 

SUMMARY

  • Joined Columbia Threadneedle Investments in 2014
  • Chairs the N.A. Investment Risk Committee and the N.A. Liquidity Risk Committee
  • Spearheading efforts to accelerate partnership and innovation with the Fintech community
  • Co-chairs the N.A. Diversity and Inclusion Group
  • Previously held several positions at Legg Mason, including managing director of investment risk, portfolio manager and equity analyst
  • Serves as vice chair of the Global Association of Risk Professionals Buy Side Risk Managers Forum
  • Served as president and director of the Baltimore Security Analysts Society
  • Has more than 30 years of investment experience
  • Holds the Chartered Financial Analyst® designation

EDUCATION

  • The Wharton School, University of Pennsylvania, B.S., cum laude, finance