Calum Leonard is an Investment Associate at GEX Capital and is responsible for conducting transaction analysis, due diligence, financial modeling, and valuation analysis for prospective investments.
Prior to GEX Capital, Calum served as a portfolio strategist in the Chief Investment Office of UBS helping its advisors manage multi-asset class portfolios and navigate the markets. In addition to his time in the CIO office, Calum held various client facing roles in UBS’s wealth management division working with Institutional, Family Office, and Ultra-High Net Worth clients to manage portfolios, liquidity events, and day-to-day ad- hoc interactions.
Calum is a CFA Charter holder and recently earned his MBA from New York University’s Stern School of Business. He also holds a bachelor’s degree in finance from Long Island University.
Outside of work, Calum enjoys exploring Long Island with his girlfriend and their goldendoodle as well as playing golf, ice hockey, and weightlifting.
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