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PROFESSIONALS
Leon H. Loewenstine
Managing Director and Chief Investment Strategist
leon@riverpointcm.com
Mr. Loewenstine is a Managing Director, the Chief Investment Strategist and
Director of the Institutional Group at RiverPoint Capital Management. 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 advises the firm’s Research Group
on sector weightings, position size and valuation. He is responsible for the
development and implementation of investment strategy. Leon also works with
high net worth individuals. His broad base of experience in investing, estate
planning and taxation is ideally suited to help him 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.
He 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 International Association of
Financial Planners and the American Institute of Certified Public Accountants.
Leon is a Trustee and member of the Executive Committee of the Cincinnati
Ballet. He also 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.
Valerie
Newell
Mark
Hogan
Russell
Sims
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Kirk Koppenhoefer
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Joe
Schneider
Kathryn
Class
Other
Staff
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