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Phillip Leonardi, CFA

Senior Managing Director, Head of Consultant Relations

Joined Intech®: 2013

Industry Experience: 33

  • 33 years of industry experience
  • Joined Intech® in July 2013
  • CFA charterholder
  • Past positions at Hartford Investment Management, Standish, Ayer and Wood and The Travelers
  • BA, Economics, Providence College

Mr. Leonardi leads the U.S. Consultant Relations Team at Intech® and is responsible for establishing and maintaining relationships with investment consultants with the goal of increasing their understanding and endorsement of Intech® products and services.

Prior to joining Intech®, Mr. Leonardi was acting head of sales, marketing and product development at Hartford Investment Management. Mr. Leonardi was also a partner at Standish, Ayer and Wood in Boston, where he worked for ten years, holding several positions including head of institutional distribution and director of marketing. He was also involved in many areas of the firm, including sales, consultant development, product development and client service. Mr. Leonardi spent the first ten years of his career at the investment management arm of The Travelers in Hartford.

Mr. Leonardi earned the right to use the Chartered Financial Analyst designation. In addition, he holds the Series 6, 7, 24 and 63 FINRA registrations.

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