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Jim Leonard, MBA

Jim Leonard, MBA

Vice President

Jim Leonard, Vice President at Rosenbaum Financial is a member of the Investment
Committee and has primary responsibility for oversight of the firm’s private partnership investments. His analytical and business experience provides vital insight into our investment and portfolio construction.

Jim’s earned a BS in Chemical Engineering from Oregon State University and an MBA in Finance from the Haas School Business at University of California at Berkeley.  Jim joined our team in 2016 after over 35 years of professional experience at Chevron and Novartis where he handled international business development, mergers and acquisitions and contract manufacturing.  He is registered with the SEC and holds his Series 65 license as an Independent Adviser Representative.

When Jim is not spending his time on the analytical research of various funds, economic cycles, and historical values, you will find him spending his spare time alongside with his wife and high school sweetheart, Cynthia on model railroading and world travel.