Leo Harmon is a managing director in Mesirow Financial’s Equity Management group. He serves as director of research and co-portfolio manager for small cap value and small-mid cap value strategies and provides coverage for bank-related companies within the financial services.
Leo has more than 23 years of investment management experience as a portfolio manager and research analyst covering a variety of industries with both larger and smaller market capitalizations and has a particular expertise in financial services. Prior to joining Mesirow Financial in 2016, he was a managing director, director of research and portfolio manager for Fiduciary Management Associates, LLC, which was acquired by Mesirow Financial. Before that, Leo 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. In addition, he served as Chairman on the External Investment Committee for the Office of the Illinois State Treasurer. In addition, 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. He holds the Chartered Alternative Investment Analyst designation (CAIA).
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.