Jim Leach
Chief Investment Officer at Academy Wealth Management, Inc.
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
Companies | Position | Start |
---|---|---|
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Chief Investment Officer | 2018-12-31 |
Former positions of Jim Leach
Companies | Position | End |
---|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Equities | 2019-07-31 |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Portfolio Manager-Equities | 2011-03-22 |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Portfolio Manager-Equities | 2005-01-25 |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Portfolio Manager-Equities | 1999-12-31 |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Analyst-Equity | 1998-12-31 |
Training of Jim Leach
University of California, Santa Barbara | Undergraduate Degree |
New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
40/86 Advisors, Inc.
40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Applied Magnetics Corp.
Applied Magnetics Corp. Electronic Production EquipmentElectronic Technology Formed in 2000, Innovative Micro Technology (IMT) is a leading MEMS manufacturing partner with a diversified range of projects and products. IMT's overriding goal is to partner with companies to develop and manufacture products based on MEMS technology. The company was built for high-volume manufacturing and its 130,000 sq ft facility contains a 30,000 sq ft clean room/fab, the largest and best-equipped independent MEMS fab in the world. The management team has over 100 years of combined experience in high-technology manufacturing. IMT currently has 93 employees and 21 customers in diverse applications, including drug discovery, drug delivery, biomedical implants and cell purifiers, microfluidics, inertial navigation, optical telecommunications, printing, various sensors, night vision, IR emitters, telephone/DSL switching, RF devices, power management, and others. | Electronic Technology |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Finance |
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