Profiel
Mr. Sean M.
Leonard, CFA MBA, is a Chief Investment Officer at Graypoint LLC.
He joined the firm in 2020 and is a member of the Investment Advisory Council.
He also serves on the Board of Directors for the Saratoga Performing Arts Center and is a member of the JP Morgan Advisory Council.
Prior to that, Mr. Leonard was a Managing Director and the Chief Investment Officer for the Rockefeller Capital Management Family Office, where he worked with a wide variety of advisors, client families and institutions to solve client needs in a risk and tax efficient manner.
Before Rockefeller, he was the Senior Vice President and Chief Investment Officer at Ayco, a Goldman Sachs Company, working with several hundred advisors to solve needs for a wide spectrum of clients starting with mass affluent up through ultra-high net worth.
His previous experience includes over 10 years as a buyside generalist small cap analyst.
He earned a Bachelor of Arts of Mathematics with a concentration in Theoretical Mathematics from the University at Buffalo, an MBA from the University at Albany and is a Chartered Financial Analyst.
Actieve functies van Sean Michael Leonard
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Graypoint LLC
 Graypoint LLC Investment ManagersFinance Graypoint LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. Formerly known as JNB Advisors LLC, the firm was founded in 2019 as the result of a merger between Bender Lane Advisory LLC and Hugh Johnson Advisors LLC. Graypoint provides financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations. | Chief Investment Officer | 01-01-2020 |
Eerdere bekende functies van Sean Michael Leonard
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The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Chief Investment Officer | 01-10-2019 |
Adirondack Research & Management, Inc.
 Adirondack Research & Management, Inc. Investment ManagersFinance Adirondack Research & Management, Inc. (ARMI) is an independent SEC-registered investment advisor headquartered in Guilderland, New York. The firm was founded by Greg Roeder in 2004 to provide portfolio management services based on individual security selection. ARMI advises Separately Managed Accounts (SMA) and the Adirondack Small Cap Fund (the Fund). | Corporate Officer/Principal | 01-02-2008 |
Ervaring
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| Bedrijven in privébezit | 3 |
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The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
Adirondack Research & Management, Inc.
Adirondack Research & Management, Inc. Investment ManagersFinance Adirondack Research & Management, Inc. (ARMI) is an independent SEC-registered investment advisor headquartered in Guilderland, New York. The firm was founded by Greg Roeder in 2004 to provide portfolio management services based on individual security selection. ARMI advises Separately Managed Accounts (SMA) and the Adirondack Small Cap Fund (the Fund). | Finance |
Graypoint LLC
Graypoint LLC Investment ManagersFinance Graypoint LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Albany, New York. Formerly known as JNB Advisors LLC, the firm was founded in 2019 as the result of a merger between Bender Lane Advisory LLC and Hugh Johnson Advisors LLC. Graypoint provides financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations. | Finance |
