Brian P. Leonard

Portfolio Manager at Keeley-Teton Advisors LLC

Brian P. Leonard

Brian P. Leonard

Portfolio Manager at Keeley-Teton Advisors LLC

Overview
RelSci Relationships

59

Birthday

1978

Age

40

Number of Awards

1

Relationships
RelSci Relationships are individuals Brian P. Leonard likely has professional access to. A relationship does not necessarily indicate a personal connection.

Portfolio Manager at Keeley-Teton Advisors LLC

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Executive Chairman at Keeley-Teton Advisors LLC

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President at Keeley-Teton Advisors LLC

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Chief Investment Officer & Portfolio Manager at Keeley-Teton Advisors LLC

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Chief Compliance Officer at Teton Advisors, Inc.

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Portfolio Manager at Keeley-Teton Advisors LLC

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Former Managing Director & Portfolio Manager at Keeley-Teton Advisors LLC

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Former Chief Executive Officer at FirstFed Financial Corp. (California)

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Research Analyst at Keeley-Teton Advisors LLC

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Research Analyst at Keeley-Teton Advisors LLC

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Brian P. Leonard
Portfolio Manager at Keeley-Teton Advisors LLC
Education
M.S Finance
Class of 2004

SAINT XAVIER UNIVERSITY (SXU) EDUCATES MEN AND WOMEN TO SEARCH FOR THE TRUTH, THINK CRITICALLY, COMMUNICATE EFFECTIVELY, AND SERVE WISELY AND COMPASSIONATELY IN SUPPORT OF HUMAN DIGNITY AND THE COMMON GOOD.

B.S.
Class of 2000

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Career History
Portfolio Manager
2017 - Current

Keeley-Teton Advisors seeks to provide long-term capital appreciation in the equity markets by investing with a value approach across different market capitalization categories, with a primary focus on small and mid-cap securities. The firm primarily employs fundamental security analysis in their strategies. Keeley-Teton uses a “bottom-up” investment strategy thatfocuses largely on undervalued companies, with emphasis on those undergoing major changes. Certain strategies are modified to include dividend components as complements to Keeley-Teton's fundamental analysis techniques. Keeley-Teton serves as investment advisor to the KEELEY Funds. The KEELEY Funds consist of five series, in the following strategies: Small Cap Value; Small Cap Dividend Value; Small-Mid Cap Value; Mid Cap Dividend Value; and All Cap Value. As these vehicles are registered under the Investment Company Act of 1940.Keeley-Teton also serves as an investment advisor to numerous separately managed client accounts. These accounts are according to the following strategies: Small Cap Value; SmallCap Dividend Value; Small-Mid Cap Value; Mid Cap Dividend Value; and All Cap Value. In addition, Keeley-Teton manages assets for several wrap fee programs, either under contract with the sponsoring broker-dealer or under contracts with individual clients referred by the sponsoring broker-dealer. Keeley-Teton manages such assets primarily based on construction of model portfolios in five strategies: Small Cap Value; Small Cap Dividend Value; Small-Mid Cap Value; Mid-Cap Dividend Value; and All Cap Value.

Executive Vice President
Prior - 2013

The First Federal Bank of California was a community bank founded in 1929, and encompassed most of Southern California. As of 2009, it operated approximately thirty-nine branches. First Federal Bank, which offered both personal and business financial services, was a wholly owned subsidiary of First Fed Financial Corp. The banks financial goals were to retain superior quality, staying at the forefront of technology and focusing on organic growth and profitability. On Friday, December 18, 2009, First Federal Bank of California, a Federal Savings Bank (First Federal Bank of California), Santa Monica, CA was closed by the Office of Thrift Supervision. Subsequently, the Federal Deposit Insurance Corporation (FDIC) was named Receiver. All deposit accounts were transferred to OneWest Bank, FSB, Pasadena, CA. All 39 of its branches reopened as branches of OneWest.

President of Residential Wholesale Lending
2007 - Prior

FirstFed Financial Corp. operates as a bank holding company. The company earlier used to provide banking services through its former subsidiary First Federal Bank of California which is now owned by OneWest Bank FSB. It provides commercial banking services such as deposit accounts, including passbook accounts, money market depost accounts, interest bearing checking accounts and certificates of deposit. The company was founded on February 3, 1987 and is headquartered in Los Angeles, CA.

Awards & Honors
CFA (Chartered Financial Analyst)
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