Meet Our Directors
Director (Board election - 2019)
Leonard has been with Merrill Lynch since 1970. He has served as both director and president of the Investment Management Consultants Association (IMCA) and currently serves as Director Emeritus. He is also one of a select group of consultants nationwide chosen by Senior Consultant Magazine to be listed in Who’s Who of Consultants. A frequent speaker on investment management, Leonard was invited by The Russian Federal Securities Commission to lecture on investment consulting in Moscow. He specializes in investment policy statements, their construction and implementation, and evaluation of investment manager performance. Leonard is a Certified Investment Management Analyst (CIMA) and teaches at the Wharton School of Business certification program regarding investment policy, design construction and implementation and he has written articles featured in national publications.