Principal Consultant

John Leavy is a seasoned Principal Consultant with over 35 years of experience in the financial services industry. He has a proven track record in managing and executing a wide range of consulting engagements, including performance and attribution, portfolio accounting, and data management implementation projects. John has successfully built and managed a start-up consulting business, providing subject matter expertise to RIAs and Wealth Managers. In addition to working with RIAs and Wealth Managers with AUMs between 1 – 20 billion, John has led numerous client engagements, transforming global operating models and data infrastructures for asset managers with AUMs ranging from $325B to $7.2T. John’s expertise extends to investment accounting, reference data, performance measurement, and attribution services. He is adept at driving automation, enhancing workflows, and building long-term customer relationships. John’s professional skills include proficiency in various investment and financial services software, database administration, and SQL. He is a former holder of several FINRA certifications. John is currently the Principal Consultant & Owner at John Leavy Consulting.” 

John loves grilling outdoors with his family and taking countless motorcycle rides. During the summer, you can find him relaxing poolside or indulging in his favorite activity: watching movies and shows with his grandchildren. 

Contact me:

860-227-5625

John@JohnLeavyConsulting.com