
Leon Loewenstine
Principal & Senior Wealth Advisor
Mariner
United States, Ohio, Cincinnati
About Me
Leon works with individuals and families, as well as foundations and endowments. His experience in investing, estate planning and taxation helps him meet the complex wealth planning needs of business owners and high-net-worth individuals. Leon has more than 30 years of experience in the financial services and investment management industry, and his experience includes fundamental and quantitative analysis, as well as investment strategy. Prior to joining the firm, Leon was cofounder of RiverPoint Capital Management. Before RiverPoint, Leon was a principal and portfolio manager at Scudder, Stevens & Clark. Leon spent 17 years at Scudder, where he was a senior member of the national investment
Profile Information
Principal & Senior Wealth Advisor
Mariner
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
May 15, 2024
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