JL
 

Jared Leonard

Senior Research Analyst
PFM Asset Management LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

leonardj@pfm.com
215.557.1435 office

Specialties
Asset Management

Taft-Hartley, Endowments & Foundations, State & Local Governments

Education
B.A. in Chemistry
Virginia Polytechnic Institute and State University

B.A. in Economics
Virginia Polytechnic Institute and State University

Professional Designations or Licenses
FINRA Series 7, 63 and 65 Licenses

Started with PFM: 2015

Started in the Field: 1996

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Jared joined PFM in 2015 and is responsible for performing ongoing investment manager research specific to non-U.S. equity mandates. His responsibilities cover both discretionary and non-discretionary client assets.

Prior to PFM, Jared was on the portfolio management team at SEI, where he was responsible for manager selection and sizing for a number of SEI’s international, emerging markets, global, and real estate mutual funds. He also maintained the non-U.S. equity manager lineup for the UMA platform used by SEI’s financial advisor channel. Before joining SEI’s portfolio management team, he performed investment manager research for all non-US equity asset classes. Jared began his investment career at a Philadelphia area wealth management firm where he directed the investment of client portfolios.

JL
 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

leonardj@pfm.com
215.557.1435 office

Specialties
Asset Management

Taft-Hartley, Endowments & Foundations, State & Local Governments

Education
B.A. in Chemistry
Virginia Polytechnic Institute and State University

B.A. in Economics
Virginia Polytechnic Institute and State University

Professional Designations or Licenses
FINRA Series 7, 63 and 65 Licenses

Started with PFM: 2015

Started in the Field: 1996

Print/Save as PDF

Download Vcard

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