Jay Leonard Email & Phone Number

Jay Leonard is the Managing Director in Bernstein Private Wealth Management’s Chicago office where he oversees Bernstein’s strategy and growth in Chicago and the Midwest markets. As a Principal, Private Wealth Advisor of the firm & co-leader of the business owner and entrepreneur task force, he also advises clients and their professional advisors regarding asset allocation, investment strategy, tax & estate planning, cash management, business transactions and charitable giving plans. In advising the complex needs of business owners, entrepreneurs and corporate executives, Jay and his team are fully supported by the breadth and expertise of Bernstein’s wealth strategies group and family engagement team. Prior to joining Bernstein in 2009, Jay was a private wealth advisor at Morgan Stanley PWM, advising the firm’s largest private clients. Earlier, he was a strategy consultant with Marsh & McLennan, and before that, a research & trading analyst with the global equity derivatives group at Credit Suisse. Jay earned an MBA from Kellogg School of Management at Northwestern University and a BA in finance and economics from Bucknell University, where he also competed as a Division I swimmer. Jay serves on the board of directors for YPO Chicago-Windy City Chapter and on the membership engagement committee for the Economic Club of Chicago. Additionally, he serves on the board of Entrepreneurial Youth Experience (E.Y.E) at Chicago Hope Academy and is chairman emeritus for the Boy Scouts of America, National Eagle Scout Association (NESA)-Chicago. He lives in Wilmette, IL, with his wife, Tyra, and their two children. Jay is an avid triathlete, cyclist and loves to surf the oceans whenever offered the opportunity outside of the Midwest. Despite his Chicago ties, Jay can often be found rooting for Philadelphia sports teams, his hometown. 20+ year Industry Veteran | Division I Athlete | Entrepreneurs | Executives | Tax and Estate Planning | Professional Practices | Individual Capital Contributor to Private Ventures | YPO

Listed skills include Investments, Asset Management, Asset Allocation, Alternative Investments, and 8 others.