CoverProfile

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
View more

Profile Information

Principal & Senior Wealth Advisor

Mariner

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

May 15, 2024

More profiles to browse

Profile Photo
Patricia Kummer
Managing Director & Senior Wealth Advisor
Profile Photo
Jonathan Lohman
Senior Wealth Advisor
Profile Photo
Patrick Mcdowell
Director & Senior Wealth Advisor
Profile Photo
Jason Mcelwee
Managing Director Corporate Development, Co-Founder

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST