Leo Harmon, CFA, CAIA

Managing Director

Equity Management


Leo Harmon is a portfolio manager for the Small Cap Value and SMID Cap Value strategies and directs the firm’s research efforts. He has analyst responsibility for bank-related companies within the Financial Services sector.

Leo has more than 25 years of industry experience.  He joined Mesirow Financial when the firm acquired Fiduciary Management Associates in 2016.  At FMA Leo was Director of Research, portfolio manager for the Small Cap Value and SMID Cap Value strategies and a research analyst covering the Financial Services sector. Prior to joining FMA in 2003, he was a portfolio manager at Allstate Insurance, Allstate Investments LLC. 

Leo is a CFA charterholder and a member of the CFA Institute, the National Association of Securities Professionals, and the Economics Club of Chicago. He is also a member of the CFA Society of Chicago where he was appointed to the board of directors and served as Chairman. Leo has served as Chairman on the External Investment Committee for the Office of the Illinois State Treasurer. He facilitates the firm’s curriculum in the Big Shoulders Fund’s “Stock Market Program” which provides education on the concepts of investing to eighth grade students in the neediest areas of inner-city Chicago.

Leo earned a BS in Finance from Bradley University and an MBA with a concentration in Finance from the Fuqua School of Business at Duke University.

 

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