Managing Director and Chief Investment Strategist
leon@riverpointcm.comMr. Loewenstine is a Managing Director
and Chief Investment Strategist, serving as the leader of the RCM 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 needs
of business owners and high net worth individuals.
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 Scudder Institutional Group and managed major
institutional client portfolios. He was
also a member of Scudder’s national Investment Strategy and Stock Selection
Team.
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 is a past Trustee and member
of the Executive Committee of the Cincinnati Ballet. He serves as a Trustee of the Clovernook
Center for the Blind, where he was Chairman of the Board and the Board of
Advisors for Archbishop Moeller High School.
