Leo C.

Leo C. Email and Phone Number

Outsourced Chief Investment Officer (OCIO) / Senior Investment Consultant at Mercer @ Mercer
new york, new york, united states
Leo C.'s Location
Greater Philadelphia, United States
About Leo C.

Specialties: CFA Charterholder. Asset allocation strategies, portfolio management, and investment policy consulting. LDI investment strategies for pension portfolios. I have expertise working with pension plans, as well as a variety of nonprofit organizations including foundations, educational institutions, and religious organizations.

Leo C.'s Current Company Details
Mercer

Mercer

View
Outsourced Chief Investment Officer (OCIO) / Senior Investment Consultant at Mercer
new york, new york, united states
Website:
mercer.com
Employees:
22255
Leo C. Work Experience Details
  • Mercer
    Senior Investment Consultant / Principal
    Mercer Mar 2024 - Present
    Greater Philadelphia Area
    View
  • Vanguard
    Senior Institutional Investment Consultant
    Vanguard Mar 2016 - Mar 2024
    Greater Philadelphia Area
    View
  • Vanguard
    Senior Institutional Investment Manager
    Vanguard Sep 2013 - Mar 2016
    Greater Philadelphia Area
    View
  • Vanguard
    Senior Financial Advisor
    Vanguard Jan 2010 - Sep 2013
    Greater Philadelphia Area
    View
  • Vanguard
    Financial Advisor
    Vanguard May 2007 - Jan 2010
    Greater Philadelphia Area
    View
  • Vanguard
    Retirement Planning Counselor
    Vanguard Aug 2004 - May 2007
    Greater Philadelphia Area
    View
  • Vanguard
    Investment Analyst
    Vanguard Sep 2002 - Aug 2004
    Greater Philadelphia Area
    View
  • Vanguard
    Bank Reconciliation Associate
    Vanguard Jan 2001 - Sep 2002
    Greater Philadelphia Area
    View
  • Valley National Bank
    Credit Analyst
    Valley National Bank Jun 2000 - Jan 2001
    Greater New York City Area
    View
  • Schering-Plough
    Intern - Manufacturing Finance
    Schering-Plough Jun 1999 - Jun 2000
    Greater New York City Area
    View

Leo C. Skills

Estate Planning Retirement Income Strategies Retirement Planning Financial Planning Portfolio Management Investments Institutional Investments Asset Allocation Investment Advisory Asset Managment Wealth Management Mutual Funds Strategic Financial Planning High Net Worth Individuals Investment Strategies Asset Management Certified Financial Planner Investment Advisory Services Retirement Series 7 Investment Management Chartered Financial Analyst

Leo C. Education Details

Frequently Asked Questions about Leo C.

What company does Leo C. work for?

Leo C. works for Mercer

What is Leo C.'s role at the current company?

Leo C.'s current role is Outsourced Chief Investment Officer (OCIO) / Senior Investment Consultant at Mercer.

What schools did Leo C. attend?

Leo C. attended Villanova University, Seton Hall University, Bergen Catholic.

What skills is Leo C. known for?

Leo C. has skills like Estate Planning, Retirement Income Strategies, Retirement Planning, Financial Planning, Portfolio Management, Investments, Institutional Investments, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds.

Who are Leo C.'s colleagues?

Leo C.'s colleagues are Tracy Beck, Laura Burrell, Taqiuddin M., Dr Iram Kashifa Tufail, Yousef Shahin, Bowen Xie, Hannah Lottermoser.

Not the Leo C. you were looking for?

  • Leo C

    Leo C
    Physical Design Director Cisco
    United States
  • Leo C

    Leo C
    Purchasing Manager At Texas United Management Corporation
    Jefferson County, Mo
  • Leo C.

    Leo C.
    Vp Of Uptime Service & Parts
    United States
  • Leo C

    Leo C
    Student At University Of Wisconsin-Madison
    Madison, Wi
  • Leo C.

    Leo C.
    Hello! I Am A Facilities Support Coordinator Who Is Always Willing To Learn New Things And Apply Them To Everywhere I Go! If You Can Feel The Rhythm To Life You Can Find An Interval Of Opportunity!
    San Jose, Ca
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.