Gregory LeischnerGregory Leischner, CFA®, AIF®Vice PresidentWealth Advisor
About Gregory
Gregory Leischner is a Vice President, Wealth Advisor and Portfolio Manager at J.P. Morgan Wealth Management.
Greg leads The Leischner Group, working with ultrahigh-net-worth families, business owners, family offices and middle-market institutional clients to develop customized portfolio, lending and wealth strategies that support their distinct objectives and evolving needs. He approaches sophisticated financial situations with strategic thinking and a commitment to thoughtful execution, working to tailor recommendations to each client’s circumstances.
A Chartered Financial Analyst® charterholder, Greg applies analytical acumen and seasoned judgment to the dynamic markets and evolving needs his clients encounter. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies. By working closely with the firm’s deep bench of specialists, he refines strategies, evaluates opportunities and delivers recommendations that reflect each client’s broader financial objectives.
Greg joined J.P. Morgan in 2009, building his career within the firm. He earned a B.A. in Finance and Marketing from Muhlenberg College, where he was a four-year member of the men’s soccer team and served as captain during his senior year. Greg holds the FINRA Series 7 and 66 securities licenses and is a member of the CFA Society New York.
Outside of the office, Greg lives in Westfield, New Jersey with his wife, Sydney, and their three children, Madison, Jackson and Molly. He is a mentor through the Bigs and Littles program and enjoys golf, racquet sports and family trips to the beach.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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