Stephen Leeb, Ph.D Chief Investment Officer, and Chairman of the Investment Committee
B.S. Economics, Wharton School of Business, University of Pennsylvania M.A. Mathematics and Ph.D. Psychology, University of Illinois
Dr. Leeb is a leading authority on the stock market, energy trends and personal finance. As Leeb Capital Management, Inc.’s Investment Committee Chairman, Dr. Leeb uses a systematic approach to evaluate market trends and make investment decisions. Dr. Leeb combines his knowledge of macro-economic trends and current market conditions with detailed fundamental research about specific companies he follows in order to guide the Investment Committee’s decisions regarding stocks that are placed in portfolios under the Adviser’s management. He is responsible for coordinating macroeconomic analyses and fundamental research, and, as Chairman of the Investment Committee, has the ultimate authority with respect to purchases and sales in client portfolios. Dr. Leeb served as the portfolio manager of a registered investment company, the Mega Trends Fund (including its predecessor fund, Leeb Personal Finance investment Trust) from 1991 through the third quarter of 2007. Dr. Leeb is the author of seven books on investment and financial trends and editor of the monthly financial newsletter, The Complete Investor. He also serves as editor of Leeb’s Aggressive Trader and Leeb’s Income Performance newsletters. He was a long-time editor of the Personal Finance financial newsletter. Dr. Leeb received his B.S. in Economics from the University of Pennsylvania’s Wharton School of Business. He earned his Master’s degree in Mathematics and Ph.D in Psychology from the University of Illinois.
Genia Turanova, CFAPortfolio Manager
B.S. Economics, Kharkiv National University (Ukraine)
Finance and Investments, Baruch College, CUNY
Ms. Turanova joined the Adviser in 2001. She provides fundamental research in multiple sectors. Ms. Turanova is also an Associate Editor of The Complete Investor and Editor of Leeb’s Aggressive Trader. Prior to joining the Adviser, she was a research analyst with Independence Asset Management, LLC in New York from 1999 to 2001. She received her BS degree in Economics from Kharkiv National University (Ukraine) in 1986, where she later taught. Ms. Turanova earned an MBA in Finance and Investments from the Honors MBA Program at Zicklin School of Business at Baruch College, CUNY in 2000. Ms. Turanova is a CFA charterholder.
David A. Sandell, CFAPortfolio Manager and Head Trader
B.A. Psychology and Finance, Washington University in St. Louis
David Sandell began his career with the Adviser in 2004, and provides fundamental research in various sectors. As Head Trader, Mr. Sandell is responsible for trade allocations and trade execution. He is also responsible for maintaining the firm’s performance composites in compliance with applicable standards. Mr. Sandell serves as an Associate Editor of The Complete Investor, and his market observations have been quoted in the media, including Wall Street Journal Radio, Reuters, and Bloomberg TV and Radio. Mr. Sandell graduated with honors from Washington University in St. Louis in 2004 with a degree in Finance and Psychology. While at Washington University, Mr. Sandell worked for Morgan Stanley as a sales assistant during summer and other breaks. Mr. Sandell is a CFA charterholder.
Gregory DorseyPortfolio Manager
B.A. Economics and International Relations, University of Delaware
Mr. Dorsey joined the Adviser in 2004, and provides fundamental research in various sectors. Mr. Dorsey is also an Associate Editor of The Complete Investor and other Leeb publications. Prior to joining the Adviser, Mr. Dorsey founded and ran an investment management firm, offering clients customized, tax-efficient portfolio management services. Earlier in his career, he spent more than a decade as an editor at one of the nation’s leading investment publishers. His market observations have been quoted in the media, including Barron’s, Investor’s Business Daily, and Money Magazine. Mr. Dorsey received his BA degree in Economics and International Relations from the University of Delaware in 1986.



