Leon Loewenstine

Leon Loewenstine

Principal

Cincinnati, OH

As principal, Leon works with individuals and families, as well as foundations and endowments. His experience in investing, estate planning and taxation helps him meet the complex wealth planning needs of business owners and high-net-worth individuals.

Leon has over 30 years of experience in the financial services and investment management industry and his experience includes fundamental and quantitative analysis, as well as investment strategy. Prior to joining Mariner Wealth Advisors, Leon was co-founder of RiverPoint Capital Management. Before RiverPoint, Leon was a principal and portfolio manager at Scudder, Stevens & Clark. Leon spent 17 years at Scudder, where he was a senior member of the national investment team.

Leon received a bachelor’s degree in accounting from the University of Cincinnati and has a graduate degree from the University of Denver with a concentration in taxation. He has been named a Five-Star Wealth Manager in Cincinnati Magazine by Five Star Professional every year from 2012-2017.

Leon is a member of the Cincinnati Estate Planning Council, Ohio Society of CPAs and the American Institute of Certified Public Accountants. Leon currently serves on the University of Cincinnati KBS Advisory Board and the Good Samaritan Hospital Foundation. He is past Chairman of Clovernook Center for the Blind, he served on the Board of Advisors for Archbishop Moeller High School for over 10 years and he also served on the Executive Committee and Board of Trustees for the Cincinnati Ballet.

 

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do no pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Cincinnati Magazine.