Jay Leonard Email & Phone Number
Managing Director | Principal, Private Wealth Advisor @ Bernstein Private Wealth Management
Jay Leonard Location
Chicago, IL, US
Jay Leonard Work
- 2021 - now Managing Director | Principal, Private Wealth Advisor @ Bernstein Private Wealth Management
- 2021 - now Member and Board Member (Current Learning Chair) Chicago-Windy City Chapter @ YPO
- 2009 - 2021 Principal, Private Wealth Advisor @ Bernstein Private Wealth Management
- 2006 - 2009 Private Wealth Advisor, Morgan Stanley PWM @ Morgan Stanley
- 2002 - 2006 Relationship Manager, Private Equity and M and A Risk Management @ Marsh McLennan
- 2001 - 2002 Strategy Consultant, Enterprise Risk Management | Global Financial Services Group @ Marsh McLennan
- 1999 - 2001 Research and Trading Analyst, Global Equity Derivatives | Asset Management @ Credit Suisse
Jay Leonard Education
- Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Finance, Strategy, Marketing)
2003 - 2006 - Bucknell University
Bachelor of Arts - BA (Finance & Economics (Interdepartmental))
1995 - 1999
Jay Leonard Skills
- Investments
- Asset Management
- Asset Allocation
- Alternative Investments
- Private Equity
- Portfolio Management
- Equities
- Strategic Financial Planning
- Finance
- Financial Modeling
Jay Leonard Summary
Jay Leonard, based in Chicago, IL, US, is currently a Managing Director | Principal, Private Wealth Advisor at Bernstein Private Wealth Management. Jay Leonard brings experience from previous roles at YPO, Bernstein Private Wealth Management, Morgan Stanley and Marsh McLennan. Jay Leonard holds a 2003 - 2006 Master of Business Administration (MBA) in Finance, Strategy, Marketing @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity and more. Jay Leonard has 2 emails on RocketReach.
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