Leonard is a First Vice President and one of a select group of designated consultants in Merrill Lynch nationwide. This select group of consultants access specialized institutional consulting services not available to ML Financial Consultants in general. Leonard has served as the president of the Investment Management Consultants Association (IMCA), served as a director of IMCA and currently serves as Director Emeritus. He is also one of a group of Consultants nationwide listed in the Who's Who of Consultants as selected by Senior Consultant Magazine. The Russian Federal Securities Commission, on behalf of the Russian Government, invited Leonard to conduct educational sessions in Moscow on investment consulting. Special areas of technical expertise lie in Investment Policy Statements, their construction and implementation, and evaluation of investment manager performance. Leonard teaches at the Wharton School of Business certification program regarding investment policy, design construction and implementation, and has articles featured in national publications. He is a Certified Investment Management Analyst (CIMA) and has been with Merrill Lynch since 1970.