Leon Henry Loewenstine
Plus aucun poste en cours
Profil
Mr. Leon H.
Loewenstine, Jr., is a Managing Director at Mariner Wealth Advisors-Cincinnati LLC.
He has over 30 years of experience in the financial services and investment management industry.
He works with individuals and families, as well as foundations and endowments.
His experience includes fundamental and quantitative analysis, as well as investment strategy.
Prior to joining the firm in 2002, he was a Principal and Portfolio Manager at Scudder, Stevens & Clark.
Scudder, prior to its purchase by Deutsche Bank, was a long-standing investment advisor with national and international investment management operations.
He spent 17 years at Scudder, where he was a senior member of the national investment team.
He is past Chairman of Clovernook Center for the Blind, he served on the Board of Advisors for Archbishop Moeller High School for over 10 years and he also served on the Executive Committee and Board of Trustees for the Cincinnati Ballet.
Mr. Loewenstine received a bachelor’s degree from the University of Cincinnati and has a graduate degree from the University of Denver with a concentration in taxation.
Anciens postes connus de Leon Henry Loewenstine
| Sociétés | Poste | Fin |
|---|---|---|
| Scudder Stevens & Clark Inc | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Cincinnati Ballet
 Cincinnati Ballet Movies/EntertainmentConsumer Services Cincinnati Ballet engages in performing ballet dance. The company was founded in 1963 and is headquartered in Cincinnati, OH. | Corporate Officer/Principal | - |
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Stratège de marché | - |
Formation de Leon Henry Loewenstine
| University of Cincinnati (Ohio) | Undergraduate Degree |
| University of Denver | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
| Scudder Stevens & Clark Inc | Finance |
Cincinnati Ballet
Cincinnati Ballet Movies/EntertainmentConsumer Services Cincinnati Ballet engages in performing ballet dance. The company was founded in 1963 and is headquartered in Cincinnati, OH. | Consumer Services |
