Robert Leonardi
Head of Private Market Client Service and Retail Dist Client Contracting at Invesco Us
Based in Cranford, United States
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Seniority
Director
Department
Customer/Client Service
Location
Cranford
Industry
Financial Services
Company size
5K
Contact information
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r•••••••@invesco.com
Phone
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Background
About Robert Leonardi
As Head of Retail Distribution Client Contracting and Private Market Client Service, I lead initiatives that bridge operational excellence with client-centric innovation across both traditional and alternative investment platforms. Currently focused on building a scalable Private Markets client service model. My works spans cross-functional collaboration with product, distribution, legal, finance, and transfer agents to ensure seamless onboarding, reporting and lifecycle support. With a strong background in distribution contracting, I bring a deep understanding of platform dynamics, fee structures and strategic partnerships across multiple product lines, Mutual Funds, ETFs, SMAs, 1031 DSTs, interval funds and private credit structures. I’m passionate about designing service models that not only meet regulatory and operational standards but also elevate the client experience.
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