Margaret Leonard Email and Phone Number
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Margaret Leonard is a Chief Compliance Officer at Wainwright Investment Counsel, LLC. She possess expertise in auditing, portfolio management, management, securities, investments and 5 more skills.
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Chief Compliance OfficerWainwright Investment Counsel, LlcSalem, Ma, Us
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Chief Compliance OfficerWainwright Investment Counsel, Llc Dec 2015 - PresentWainwright Investment Counsel, LLC is a privately held and employee controlled advisory firm that began conducting business as an independent entity in 1999. Located in Boston, we are an SEC Registered Investment Advisor whose primary focus is to provide our clients with independent and objective investment counsel. Our strength is building customized globally-diversified portfolios tailored to our clients’ investment objectives, goals and risk tolerances and providing educated, insightful and proactive counsel throughout the advisory process. -
Chief Compliance OfficerWainwright Investment Counsel, Llc Dec 2015 - Present
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Chief Compliance OfficerPiscataqua Capital Management, Llc Feb 2013 - Dec 2015Responsible for establishing and maintaining Piscataqua Capital's compliance program.Piscataqua Capital Management, LLC (PCM) is an independent, quantitative asset management boutique located one hour north of Boston in Portsmouth, New Hampshire. PCM was launched in May of 2012 and is registered as an investment adviser with the State of New Hampshire. PCM was started on the belief that there is a need for a sophisticated, innovative quantitative asset manager that focuses on the specific needs of the institutional investor.
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Chief Compliance Officer & Director Of Portfolio AdministrationMoody Aldrich Partners, Llc Jul 2004 - Jan 2013Marblehead, Massachusetts, UsResponsible for compliance with Rule 206(4)-7 under the Investment Advisers Act of 1940 including constructing, documenting and testing policies and procedures.Responsible for all operational and administrative functions of traditionally managed accounts and separately managed account programs. Responsibilities include: construct, calculate and disseminate GIPS® compliant composite returns; work closely with portfolio managers and custodians to ensure timely and appropriate investment action, resolution of problems and client reporting; work closely with auditors to achieve timely and accurate composite verification; supervise, train and manage assignments of administrative and support staff; demonstrate problem solving skills and initiative in various projects designed to achieve more accurate management of portfolios and to increase efficiency. Received major promotion during tenure. -
Portfolio AdministrationColumbine Asset Management & Huntley Thatcher Ellsworth 1997 - 2003
Margaret Leonard Skills
Margaret Leonard Education Details
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Macalester CollegeMathematics -
Hudson'S Bay High School
Frequently Asked Questions about Margaret Leonard
What company does Margaret Leonard work for?
Margaret Leonard works for Wainwright Investment Counsel, Llc
What is Margaret Leonard's role at the current company?
Margaret Leonard's current role is Chief Compliance Officer.
What is Margaret Leonard's email address?
Margaret Leonard's email address is ml****@****ich.com
What is Margaret Leonard's direct phone number?
Margaret Leonard's direct phone number is +178163*****
What schools did Margaret Leonard attend?
Margaret Leonard attended Macalester College, Hudson's Bay High School.
What skills is Margaret Leonard known for?
Margaret Leonard has skills like Auditing, Portfolio Management, Management, Securities, Investments, Asset Management, Compliance, Regulatory Compliance, Equities, Mutual Funds.
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