• 20 Years of Experience
  • 6 Years with TimesSquare

Leona is a Director, Product Manager. Her responsibilities include client servicing as well as portfolio and attribution analysis and general investment research. Prior to joining TimesSquare in 2018, Leona was a Relationship Manager at McKinley Capital Management, where she managed and serviced institutional client relationships. Prior to McKinley Capital, Leona worked at Verizon Investment Management Corporation on investment research and strategic partnership management.  Leona has a B.S. in Information Systems Management from the University of Maryland – Baltimore County, an M.B.A. in Finance and Accounting from American University and a M.S. in Management Information System from the George Washington University. Leona is a member of the CFA Institute and the CFA Society of New York and holds FINRA Series 7 and 63 licenses. She is fluent in Mandarin.