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 been a member of the investment community since 1986
- Holds the Chartered Financial Analyst® designation
EDUCATION
- The Wharton School, University of Pennsylvania, B.S., finance
