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Jim Leonard, M.B.A.

Jim Leonard, M.B.A.

Vice President

Jim earned his bachelor’s in chemical engineering and master’s from University of California - Berkeley’s Haas School of Business. He is an Independent Adviser Representative. Jim’s education provided ideal academic and professional training for his early career at companies like Chevron and Novartis, where he handled international business development, mergers and acquisitions, and contract manufacturing. He has more than 40 years of analytical and business experience.

Today at Rosenbaum Financial, he provides vital insight into clients’ investments and portfolio construction. Clients’ varied interests and passions are the driver behind his meticulously researched, top-drawer advice to help them meet their life goals. Jim is a member of Rosenbaum Financial’s investment committee charged with oversight of the firm’s private partnership investments.

Regarding his personal passions, he and his wife share a love of international travel and model railroading; they’re active in a local model railroad club and have a room in their house dedicated to their hobby. Like Rosenbaum Financial, Jim cares deeply about his community, supporting environment-related causes and American Indian rights.

Series 65 (Uniform Registered Investment Adviser Law Exam) licensed for Securities Sales.