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PROFESSIONALS
Leon H. Loewenstine
Managing Director and Chief Investment
Strategist
leon@riverpointcm.com
Mr. Loewenstine is a
Managing Director, Chief Investment Strategist and Co-Portfolio Manager of the
firm’s Large Cap Classic Value strategy. 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 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 International Association of
Financial Planners 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.
Valerie Newell
Victor
Lassandro
Russell
Sims
Ryan
Brown
Pamela
Schmitt
Casey Jones
Kirk
Koppenhoefer
Mary
Sawyer
Kris
Wickemeier
Ryan Easter
Joe
Schneider
Other
Staff
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