Lisa Leonard
Portfolio Manager-Fixed Income chez Duff & Phelps Investment Management Co.
Profil
Lisa H.
Leonard is currently a Managing Director & Portfolio Manager at Virtus Fixed Income Advisers LLC and a Senior Portfolio Manager at Duff & Phelps Investment Management Co. She previously worked as a Director at Goodwin Capital Advisers, Inc. in 2007-2008, an Analyst at Connecticut Bank & Trust Co., and as an MD & Portfolio Manager of Municipal Securities at Newfleet Asset Management LLC from 2011-2022.
Lisa also served as the Chief Investment Officer at DTF Tax-Free Income 2028 Term Fund, Inc. in 2022.
She received her undergraduate degree from the University of Connecticut.
Postes actifs de Lisa Leonard
| Sociétés | Poste | Début |
|---|---|---|
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Portfolio Manager-Fixed Income | - |
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Portfolio Manager-Fixed Income | 01/07/2022 |
Anciens postes connus de Lisa Leonard
| Sociétés | Poste | Fin |
|---|---|---|
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Portfolio Manager-Fixed Income | 01/07/2022 |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Directeur en chef des Investissements | 30/06/2022 |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Portfolio Manager-Fixed Income | 31/12/2008 |
Connecticut Bank & Trust Co.
 Connecticut Bank & Trust Co. Regional BanksFinance The Connecticut Bank & Trust Co. is a full service commercial bank, which provides banking products and services. The company offers a comprehensive set of loans, deposit services and investment management products for commercial and retail customers, and cash management products for commercial customers. The company also provides online banking, debit cards, merchant credit card processing, direct deposit of payroll and social security checks and sweep accounts. The Connecticut Bank & Trust through contractual arrangements with third-party providers, offers products and services, including trust and fiduciary services, investment management and stock brokerage services, insurance products, including commercial and personal lines of insurance, and payroll processing. The company was founded on March 12, 2004 and is headquartered in Hartford, CT. | Corporate Officer/Principal | - |
Formation de Lisa Leonard
| University of Connecticut | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Finance |
Connecticut Bank & Trust Co.
Connecticut Bank & Trust Co. Regional BanksFinance The Connecticut Bank & Trust Co. is a full service commercial bank, which provides banking products and services. The company offers a comprehensive set of loans, deposit services and investment management products for commercial and retail customers, and cash management products for commercial customers. The company also provides online banking, debit cards, merchant credit card processing, direct deposit of payroll and social security checks and sweep accounts. The Connecticut Bank & Trust through contractual arrangements with third-party providers, offers products and services, including trust and fiduciary services, investment management and stock brokerage services, insurance products, including commercial and personal lines of insurance, and payroll processing. The company was founded on March 12, 2004 and is headquartered in Hartford, CT. | Finance |
Goodwin Capital Advisers, Inc.
Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Finance |
DTF Tax-Free Income 2028 Term Fund, Inc.
 DTF Tax-Free Income 2028 Term Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous DTF Tax-Free Income 2028 Term Fund Inc. is a diversified, closed-ended management investment company, which engages in income exemption from regular federal income tax consistent with the preservation of capital. The company was founded on September 24, 1991 and is headquartered in Chicago, IL. | Miscellaneous |
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance Virtus Fixed Income Advisers LLC (VFIA) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1992 as Seix Investment Advisors LLC. They are a subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). VFIA provides discretionary investment supervisory services to high-net worth individuals and institutional clients. | Finance |