Managing Director and Chief Investment Strategist
Leon is a Managing
Director and Chief Investment Strategist, serving as the leader of the RiverPoint Investment Team. He has over 25 years of experience in the
financial services and investment management industry. Leon works primarily with institutions
including Foundations and Endowments. His expertise includes fundamental and quantitative analysis as well as
investment strategy. As Chief Investment Strategist, Leon is responsible for
the development and implementation of investment strategy, including asset
allocation, sector weightings, and valuation. Leon also works with high net worth individuals. His broad base of experience in investing,
estate planning and taxation ideally suits him to help meet the complex wealth planning needs
of business owners and high net worth individuals. Leon has been named a Five-Star Wealth Manager by Cincinnati Magazine, every year
Prior to joining RiverPoint in 2002, Leon was a Principal and Portfolio Manager at Scudder, Stevens & Clark. Scudder, previous to its purchase by Deutsche Bank, was a long-standing independent investment advisor with national and international investment management operations. Leon spent 17 years at Scudder, where he was a senior member of the national investment team and managed some of the firm’s largest relationships.
Leon received a Bachelor of Science Degree from the University of Cincinnati and has a Graduate Degree from the University of Denver. Leon is a Certified Public Accountant (CPA) and previously held the Certified Financial Planner (CFP) designation. He is a member of the Cincinnati Estate Planning Council, Ohio Society of CPAs and the American Institute of Certified Public Accountants.
Leon currently serves on the University of Cincinnati KBS Advisory Board, the Board of Advisors for Archbishop Moeller High School and is a member of the Finance Committee for Good Samaritan Hospital Foundation. He is past Chairman of Clovernook Center for the Blind and also served on the Executive Committee and Board of Trustees for the Cincinnati Ballet.