Kathy Leonard
Ms. Leonard has been a Financial Advisor specializing in Socially Responsible Investing since 1983. Prior to working at UBS, she founded and managed The Center for Responsible Investing for 12 years. Before that she worked at EF Hutton and Shearson. Ms. Leonard helps individuals, businesses and non-profits integrate their social and financial goals and was honored to be invited to join CORE Working at UBS. CORE is an international working group that reports to the UBS board of directors, consisting of key employees that are dedicated to assisting UBS in its strong commitment to corporate responsibility. Ms. Leonard was recognized by the Calvert Foundation as Community Investing Advisor of the Year in 2003 and 2004 and has been a member of the Social Investment Forum (SIF), the social investing industry trade association, since 1991, and was elected to the Board in 2003. She served as the SIF's chair for the SRI in the Rockies Conference for three years and was the president of the Social Investment Forum's Foundation.
In 1991, Ms. Leonard was a founding member of the Environmental Council at the Boulder Chamber of Commerce and is also a founding member of the Colorado chapter of Business for Social Responsibility. In 1997, she served as the chair for the Colorado Chapter and was on the board from 1996 to 1998. She has also served on the board of etown, which uses the common language of music and conversation as a catalyst for social and environmental change to inform the debate and inspire action and change. In addition, she also serves on the finance and investment committees of a number of local and national nonprofit organizations. Ms. Leonard joined The Community Foundation Serving Boulder County’s board in 2011, after years serving on the Foundation’s finance and investment committee.
