John E. Leavy

Principal

610.738.8164

John E. Leavy

John is a Principal Consultant who brings 30 years of experience in the investment services industry. He has extensive expertise leading and managing projects involving a wide range of portfolio accounting, performance measurement, analytics, data management, CRM, and reporting systems at buy-side and sell-side companies. Since he joined Meradia in 2008, John has led change in the back and middle offices of financial services companies. He has managed performance and attribution implementation projects with various systems on Eagle, DSTi, and StatPro platforms – leveraging his in-depth understanding of upstream and downstream systems and processes. John's leadership skills make him a powerful resource for our clients, as he can motivate and manage others.
 
Prior to joining Meradia, John led and participated in numerous large-scale technology projects and conversions, including building an entire back and middle office infrastructure for an online trust and wealth management enterprise. During the Wrap Fee boom, John headed operations of the Investment Management division at a leading broker-dealer, 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, outsourcing services, and product development. John's long list of consulting engagements includes large asset managers, Registered Investment Advisors (RIAs), broker dealers, hedge funds and insurance companies.
 
In addition to his broad industry experience, John previously held FINRA Series 7, 8, 24, 63 and 65 licenses. Outside of work, John enjoys spending time with his wife, children and grandchildren; and exploring back roads throughout the US with his wife on their Harleys.