John Leavy is a seasoned 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 provides consulting services and subject matter expertise to RIAs and Wealth Managers. He has led numerous engagements, transforming global operating models and data infrastructures for asset owners with AUMs ranging from $325B to $7.2T. John is an expert in investment accounting, reference data, performance measurement, and attribution services. He is adept at driving automation, enhancing workflows, and building long-term customer relationships. Johnâs professional skills include investment and financial services software. He is a former holder of several FINRA certifications.
