Jay Leonard Email & Phone Number

Managing Director | Principal, Private Wealth Advisor @ Bernstein Private Wealth Management

5 free lookup(s).

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
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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

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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

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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.

Jay Leonard Emails

Found 2 emails

Jay Leonard Phone Numbers

Found 5 phone numbers

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Others Named Jay Leonard

Jay Leonard

Managing Director - Investments at Oppenheimer & Co. Inc.

United States
1
- gmail.com
5
- +1 215-348-XXXX
- +1 212-907-XXXX
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Jay Leonard

Assistant Controller at ResortQuest SSC

Fort Walton Beach, FL, US
3
- cox.net
- vacasa.com
- home.vacasa.com
1
- +1 850-687-XXXX

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