James D Leckinger, CFA, CIMA®

Senior Vice President, Institutional Consultant, U.S. Government Entity Specialist, Portfolio Manager, Investing with Impact Director, Alternative Investments Director

(630) 573-9685(630) 573-9685

A results-driven Institutional Consultant with more than 35 years of investment experience. Jim Leckinger combines his investment experience and analytical skills with direct experience in asset allocation optimization, alternative investment portfolio design & fulfillment, “draw down” risk management, liability aware investment solution implementation, and client specific mission-aligned investing. As a senior partner Jim leverages his prior CIO roles to drive investment strategy development and execution of our clear, discretionary investment process to meet the ever-changing market environment. His clients include many not-for-profit entities including: educational endowments, public charities, private foundations, pension plans, healthcare organizations, and religious groups.
Throughout his long and successful career which includes senior positions as Chief Investment Officer (CIO) for a large National Trust Company and a Regional Bank, Jim has earned a reputation for developing strategic and “out of the box” solutions and delivering them with personalized, high-touch service. His clients appreciate his unique ability to listen intently, develop customized investment solutions to meet their specific goals & objectives, while delivering effective investment advice that drives results.

Jim focuses on the following areas:
• Discretionary Outsourced Chief Investment Officer (OCIO) solutions.
• Customized asset allocation solutions.
• Alternative investment portfolio management – especially in the challenging private asset space.
• Optimizing portfolios to mitigate or hedge “draw down” risk during extreme market events.
• Liability Driven Investing (LDI) solution development & implementation.
• Impact Investing – for both faith-based groups and organizations desiring mission aligned programs.

Jim and his wife Robin have always had a deep connection to the not-for-profit community. He volunteers as a member of the Investment Advisory Committee for the local Community College District. Both Jim & Robin are active working on behalf of an internationally recognized wildlife conservation organization which promotes endangered species protection & management while supporting the well-being of the human populations these species often compete with for resources. Jim holds a master’s degree (MBA) in finance & accounting from the University of Chicago and is a member of the CFA Institute and Investments & Wealth Institute (formerly IMCA).

Securities Agent: IL, WI, TX, PA, OR, OH, NY, NJ, MO, MN, MI, IN, IA, HI, GA, FL, DE, CO, CA, AZ, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1398796

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