Our name defines our approach with Paleo representing archaic-open minded, experimental thinking that lead to discovery of fire & first tools. Curiosity and quest for learning leads to a certain character and competence that lays the foundation for trust and performance. We believe for the most part the future is never the same. Despite the unknowns, the solutions are still always there just waiting to be unraveled (like fire and wheel). Being deeply observant and aware would lead to constant evolution to higher levels.
Leon is a symbol of performance
Strong and Bold
Balance of power and responsibility
Agile and nimble
• Has 40 years of experience in financial markets, spanning portfolio management, investment strategy, and market analysis. Worked as Managing Director and Senior Portfolio Manager at Prudential Financial USA and Credit Suisse.
• Earned Ph.D in Economics from UC Berkeley.
• Managing Director and Senior Portfolio Manager at Prudential Financial USA, 2004 to 2021. Managed global equity portfolios with AUM of over $6 billion for Prudential’s clients. Also, member of the Investment Committee which managed $80 Billion.
• Chairman, Board of Trustees of PGIM India Mutual Funds from 2008 to 2021 and played a key role in building and expanding Prudential’s India mutual fund business.
• Responsible for oversight of Prudential’s investment teams in India, China, Taiwan, Italy, Brazil, Mexico, Korea, and Japan, 2004-2021.
• Established reputation as thought leader with extensive publishing and media experience and a regular contributor to TV and print media in India and globally.
• Featured by Barron’s as one of the Top Ten Wall Street Strategists from 2009 to 2019.
• Managing Director & Senior Portfolio Manager at Credit Suisse in London and New York, and managed global portfolios for clients in Europe, Middle East, Canada, and Asia.
• Senior Global Economist at Merrill Lynch, New York. Professor of Economics & Finance in various Universities in USA & India.
Paleo Leon’s vision is to meaningfully impact the journey of its clients, employees, associates, partners, mentors and fellow travelers via sustained wealth creation and executing innovative ideas to enhance our life experiences.