Jim Leach, CFA, is a seasoned investment professional currently serving as a Partner and Investment Lead at Corient since October 2023. Prior to this role, Jim held the position of Managing Principal and Chief Investment Officer at Windsor Wealth Management from August 2019 to October 2023. His extensive experience in portfolio management includes roles as Sr. Portfolio Manager at Invesco US from 2011 to August 2019, Portfolio Manager at Wells Fargo Asset Management Holdings, LLC from 2003 to April 2011, and at Strong Capital Management from 1999 to 2003. Jim began his career as an Equity Analyst at Bankers Trust from 1995 to 1999 and as a Manufacturing Engineer at Applied Magnetics Corporation from 1990 to 1993. Educationally, Jim holds an MBA in Finance from NYU Stern School of Business and a BS in Mechanical Engineering from UC Santa Barbara, complemented by foundational education at Bellarmine Preparatory School.
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