Jay Leonard Email & Phone Number
Managing Director | Principal, Private Wealth Advisor @ Bernstein Private Wealth Management
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Jay Leonard Location
- Chicago, IL, US
Jay Leonard Work
- Managing Director | Principal, Private Wealth Advisor @ (April 2021 - Present)
- Principal, Private Wealth Advisor @ (January 2009 - April 2021)
- Member and Board Member (26 and 27 Chapter Chair) Chicago-Windy City Chapter @ (January 2021 - Present)
- Private Wealth Advisor, Morgan Stanley PWM @ (January 2006 - January 2009)
- Relationship Manager, Private Equity and M and A Risk Management @ (January 2002 - January 2006)
- Strategy Consultant, Enterprise Risk Management | Global Financial Services Group @ (January 2001 - January 2002)
- Research and Trading Analyst, Global Equity Derivatives | Asset Management @ (January 1999 - January 2001)
Jay Leonard Education
- Bucknell University
Bachelor of Arts - BA (Finance & Economics (Interdepartmental))
- Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) (Finance, Strategy, Marketing)
Jay Leonard Skills
- Investments
- Asset Management
- Asset Allocation
- Alternative Investments
- Private Equity
- Portfolio Management
- Equities
- Strategic Financial Planning
- Finance
- Financial Modeling
- Mergers & Acquisitions
- Wealth Management
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 Bernstein Private Wealth Management, YPO, Morgan Stanley and Marsh McLennan. Jay Leonard holds a Bachelor of Arts - BA in Finance & Economics (Interdepartmental) @ Bucknell University. With a robust skill set that includes Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity and more. Jay Leonard has 2 emails and 2 mobile phone numbers on RocketReach.
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