John E. Leavy

Principal

610.738.8164

jleavy@meradia.com

John E. Leavy

John Leavy is our most entertaining consultant. Clients enjoy his sense of humor and benefit from his almost 30 years of experience leading change in the back and middle offices of financial services companies. John has led and participated in numerous large-scale technology projects and conversions. Moreover, he helped build an entire back and middle office infrastructure for an online trust and wealth management enterprise. John’s personality and his ability to see the big picture helps him to complete projects successfully. With an understanding of upstream and downstream systems and processes, he can navigate change effectively.

John's leadership skills make him a powerful resource to our clients, as he can motivate and manage others. He leads by example:  he’s the first one to arrive in the morning, and has no qualms in rolling up his sleeves to get the job done. During the Wrap Fee boom, John headed operations of the Investment Management division at Advest, where he led his group through several implementations, upgrades and conversions. John was Director of Operations at UNAPEN where he was responsible for all aspects of consulting and outsourcing services. John's long list of consulting clients includes large asset managers, RIAs, broker dealers, hedge funds and insurance companies. In addition to his industry experience, John previously held FINRA Series 7, 8, 24, 63 and 65 licenses.

John's dedication and commitment goes far beyond his professional life. He and his wife, Laurie, of more than 30 years raised five children and have four grandchildren, which, in his words “made it all worth it”. Although it sounds like John has his hands full between work and family, he still finds time to ride his "Hog". John enjoys riding…period. John is most happy when he and Laurie go on rides together. John has logged more than 200,000 miles exploring the back roads of the United States on both coasts and many states in between.