Monday, August 20, 2018
Anthony Leo joined Palisade in August 2018 as Assistant Vice President, Risk Management and Client Reporting. Mr. Leo’s responsibilities include coordinating, preparing and distributing client and marketing materials for the Firm’s Institutional investment strategies.
Prior to joining Palisade, Mr. Leo was an Investment Associate within the Investment Strategy Group at Neuberger Berman where he assisted with institutional and high net worth quarterly client meetings by providing performance attribution analyses and explaining tactical positioning for investment portfolios. Prior to that role, he was an Advisor Consultant Senior Associate in the Intermediary Sales group. Prior to Neuberger Berman, Mr. Leo was a Senior Operations and Trading Specialist at New York Life’s Wealth Management division. Mr. Leo received his B.S. in Finance & Economics from Manhattan College and is a Level III Candidate in the CFA program.
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