As head of the firm's consultant relations team, Leonardi will work with INTECH's consultant relations professionals to establish and further retain relationships with investment consultants with the goal of increasing their understanding and endorsement of INTECH's products and services. He will work from the firm's global headquarters in West Palm Beach, Florida, reporting to John Brown, senior vice president, head of global client development.
'The demand from institutional investors for risk-managed investment strategies that generate alpha continues to grow and consultants are playing a more significant role in the investment decisions process. Phil's long history of working with consultants, and his network of relationships will help to ensure that our products are reaching the appropriate investor base and that we continue to provide the highest level of service to consultants', said Brown.
Added Leonardi, 'I look forward to working with a firm that offers investment products with a specific focus on risk management. If markets remain volatile, pursuing alpha within a risk-managed framework will become even more important to consultants and their clients. That is the real value I believe INTECH brings to institutional investors'.
Prior to joining INTECH, Leonardi was head of institutional sales, consultant relations and client service at Hartford Investment Management. Before that, he was a partner at Standish, Ayer & Wood/Standish Mellon Asset Management where his responsibilities included consultant relations with a focus on quantitative equity. He also spent 10 years at the investment management arm of The Travelers Corporation where his roles included direct sales and consultant relations, with a focus on quantitative equity and FX products.
Leonardi received a B.A. in Economics from Providence College, is a CFA charter holder, and holds FINRA Series 3, 7, 24 and 63 registrations.