Lois A. Leonhardi, CFA

Vice President, Private Clients Services/West Coast
SimonDavis Asset Management, Inc.

Expertise: Mutual Fund Investing for Individuals and 401k Plans

Email: Lois@simondavisinc.com
Office: 310-395-5154
Toll-free: 800-466-8376
Cell: 310-310-0408

Lois Leonhardi, CFA, has specialized in asset allocation for individuals and 401k plans for over 24 years. Her area of expertise is analyzing risk-adjusted returns of portfolio managers (i.e., mutual fund managers) and assessing macro-economic trends to develop suitable portfolio allocations. She offers clear commentary and is highly regarded for her ability to explain complex financial topics to clients.

Ms. Leonhardi is the Vice President of Private Client Services/West Coast for SimonDavis Asset Management, Inc. Prior to her position at SimonDavis, Ms. Leonhardi was a portfolio manager at Leonhardi Investment Management, Inc. for 12 years; additionally, she spent 5 years working at the Boston Regional Office of the Federal Deposit Insurance Corporation (FDIC) as a Senior Banking Analyst and 5 years at the Boston money management firm of Gannett, Welsh & Kotler, Inc.

She graduated cum laude from Salem State College with a BS in Business Administration/concentration in Accounting.

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