Jim Leach

Jim Leach

Chief Investment Officer at Academy Wealth Management, Inc.

57 year
Finance
Consumer Services
Electronic Technology

Profile

Mr. James M.
Leach, CFA MBA, is a Chief Investment Officer & Managing Principal at Windsor Wealth Management, Inc. He has over 29 years of service and leads Windsor’s Investment Department, overseeing investment research and the Security Selection Team and is a member of the Investment Policy Committee.
Mr. Leach graduated from the University of California at Santa Barbara in 1990 with a Bachelor’s degree in Mechanical Engineering and graduated from the Stern School of Business at New York University in 1995 with a Master’s degree in Finance.
In addition, he is a Chartered Financial Analyst, a member of the CFA Institute and the CFA Society of Indianapolis.

Jim Leach active positions

CompaniesPositionStart
Chief Investment Officer 2018-12-31
All active positions of Jim Leach

Former positions of Jim Leach

CompaniesPositionEnd
Portfolio Manager-Equities 2019-07-31
Portfolio Manager-Equities 2011-03-22
Portfolio Manager-Equities 2005-01-25
Portfolio Manager-Equities 1999-12-31
Analyst-Equity 1998-12-31
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Training of Jim Leach

University of California, Santa Barbara Undergraduate Degree
New York University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

9

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies7

Finance

Finance

Finance

Finance

Electronic Technology

Finance

Finance

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