What I do

• Workshops — Covering buy/sell disciplines, position sizing, factor structure, and risk management taxonomy.
• Advisory — One-on-one leadership coaching or team engagements on process design, enhancement and governance.
• Diagnostics — Portfolio analysis to identify process inefficiencies and behavioral and decision making pitfalls.

Approach

• Focus on Uncommon  – Uncommon inputs +uncommon processes = uncommon outcomes
• Decision Hygiene — Clear rules of engagement beat intuition.
• Simple > Complex — Approaches to minimize decision traps.
• Repeatable — Processes that scale across teams and cycles.

About

Madison Square Advisory provides independent, institutional-grade investment leadership coaching, portfolio construction and risk-management guidance to asset owners and investment organizations. Drawing on more than three decades of global asset-management experience, we help clients strengthen investment-process discipline, consistency, and decision hygiene in the pursuit of uncommon results.

Founder

John Leonard, CFA, has over 30 years of experience in public equities and multi-asset investing, including senior leadership roles at UBS and Macquarie Group. He now works with select institutions and family offices, providing independent, high-conviction investment process advisory.

Contact

[email protected]Zurich & New York
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