Leon H. Loewenstine, CPA*
Managing Director & Chief Investment Strategist
Leon is a managing director and the chief investment strategist, serving as the co-leader of the RiverPoint Investment Team with Jeff Krumpelman, RiverPoint’s chief investment officer. He has over 30 years of experience in the financial services and investment management industry. Leon works with individuals and families, as well as foundations and endowments. His experience includes fundamental and quantitative analysis, as well as investment strategy.
As chief investment strategist, Leon is responsible for the development and implementation of investment strategy, including asset allocation, sector weightings and valuation. His experience in investing, estate planning and taxation helps him meet the complex wealth planning needs of business owners and high-net-worth individuals. Leon has been named a Five Star Wealth Manager by Cincinnati Magazine and Five-Star Professional from 2012-2015. Prior to joining RiverPoint in 2002, Leon was a principal and portfolio manager at Scudder, Stevens & Clark. Scudder, prior to its purchase by Deutsche Bank, was a long-standing investment advisor with national and international investment management operations. Leon spent 17 years at Scudder, where he was a senior member of the national investment team.
Leon received a bachelor’s degree in accounting from the University of Cincinnati and has a graduate degree from the University of Denver with a concentration in taxation.
He is a member of the Cincinnati Estate Planning Council, Ohio Society of CPAs and the American Institute of Certified Public Accountants. Leon currently serves on the University of Cincinnati KBS Advisory Board and the Good Samaritan Hospital Foundation. He is past Chairman of Clovernook Center for the Blind, he served on the Board of Advisors for Archbishop Moeller High School for over 10 years and he also served on the Executive Committee and Board of Trustees for the Cincinnati Ballet.
*Inactive license to practice public accounting
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers.