Lisa H. Leonard

Managing Director & Portfolio Manager, Municipal Securities at Newfleet Asset Management LLC

Lisa H. Leonard

Lisa H. Leonard

Managing Director & Portfolio Manager, Municipal Securities at Newfleet Asset Management LLC

Overview
RelSci Relationships

312

Number of Boards

1

Birthday

1964

Age

54

Number of Awards

1

Relationships
RelSci Relationships are individuals Lisa H. Leonard likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Managing Director at Duff & Phelps Investment Management Co.

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Chief Executive Officer at Newfleet Asset Management LLC

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Executive Vice President & Chief Financial Officer at Newfleet Asset Management LLC

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Executive Vice President, General Counsel & Corporate Secretary at Virtus Investment Partners, Inc.

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President Chief Investment Officer at Duff & Phelps Investment Management Co.

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Senior Managing Director at Duff & Phelps Investment Management Co.

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Senior Managing Director & Secretary at Duff & Phelps Investment Management Co.

Relationship likelihood: Strong

President & Chief Executive Officer at Virtus Investment Advisers

Relationship likelihood: Strong

Senior Managing Director & Chief Risk Officer at Duff & Phelps Investment Management Co.

Relationship likelihood: Strong

Senior Managing Director, Securitized Product at Newfleet Asset Management LLC

Relationship likelihood: Strong

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Lisa H. Leonard
Managing Director & Portfolio Manager, Municipal Securities at Newfleet Asset Management LLC
Education
BS

The University of Connecticut (UConn) is a public research university in Connecticut. Known as a Public Ivy,[3] UConn was founded in 1881 and is a Land Grant and Sea Grant college & member of the Space Grant Consortium. The institution serves more than 30,000 students on its six campuses, including more than 8,000 graduate students in multiple programs.[4] UConn's main campus is in Storrs, Connecticut. The university's president is Susan Herbst.[5] UConn is one of the founding institutions of the Hartford, Connecticut/Springfield, Massachusetts regional economic and cultural partnership alliance known as New England's Knowledge Corridor. UConn is a member of Universitas 21, a global network of 24 research-intensive universities, who work together to foster global citizenship and institutional innovation through research-inspired teaching and learning, student mobility, connecting students and staff, and promote advocacy for internationalisation.[6] UConn is accredited by the New England Association of Schools and Colleges.

Memberships
Career History
Managing Director & Portfolio Manager, Municipal Securities
2011 - Current

Newfleet Asset Management offers a variety of fixed income investment strategies, using securities that include, but aren't necessarily limited to, corporate bonds (both higher and lower rated), municipal bonds (both insured and uninsured), bank loans and foreign bonds. The firm may also offer investment advice on the following types of investments: mutual funds, closed-end funds, ETFs, US government securities, futures contracts, credit default swaps, structured products (CDO, CLO and CMO), foreign government bonds, options, and structured securities CMBS, non-agency RMBS, agency MBS and ABS). In limited circumstances, where clients are willing to accept greater risk in pursuit of potential higher total return, Newfleet may use leveraging and hedging techniques, including buying securities on margin. Newfleet employs a multi-sector strategy that is based on the principle that active sector rotation, along with disciplined risk management and strong security selection, provides an effective method of achieving favorable returns in the fixed income market. The firm Newfleet seeks the best opportunities for total return while avoiding interest-rate forecasting. Newfleet offers multi-sector strategies of varying duration and risk level. They also offer a dedicated bank loan strategy, high yield strategy, and emerging market debt strategy.

Vice President
2006 - Current

DTF Tax-Free Income, Inc. is a diversified, closed-ended management investment company, which engages in income exemption from regular federal income tax consistent with the preservation of capital. The fund was founded on September 24, 1991 and is headquartered in Chicago, IL.

Professional
1987 - Current

Virtus Investment Partners, Inc. became an independent, publicly traded asset management company listed on the NASDAQ Global Market under the symbol “VRTS” upon completion of its spin-off from The Phoenix Companies, Inc. on December 31, 2008. We are a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We have built our business with a commitment to thoughtfully providing investment solutions and adhering to the highest standards of product quality, operational excellence and fiduciary responsibility. The employees and management team of Virtus are focused on enhancing stockholder value by building upon these strengths and capitalizing on the opportunities we see in the marketplace

Boards & Committees
Board Member
Prior

Goodwin Capital Advisers' employs active sector rotation, strong security selection and disciplined risk management, which they believe provide the most effective means to achieve excess returns in the fixed income market. The firm seeks the best opportunities to maximize total return while avoiding interest-rate forecasting. Goodwin offers a variety of fixed income strategies of varying durations and risk levels. The firm uses a relative value approach which stresses active sector rotation, and if allowed in client guidelines, could include below investment grade debt and emerging markets.Goodwin's sector allocation process begins with the analysis of each of the sectors in their investment universe. The firm seeks to establish relative valuations among the sectors in order to identify where the greatest opportunities lie. Based on the assessment of relative value, Goodwin establishes target portfolio allocation percentages for each sector, emphasizing those sectors they believe to be most undervalued. Portfolio construction is a combination of top-down sector allocation and bottom-up issue selection, both of which are based on relative valuation. Portfolios are designed to be neutral in terms of duration relative to the benchmark or peer-group, to minimize exposure to interest rates.

Awards & Honors
CFA (Chartered Financial Analyst)
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