Sign in

You're signed outSign in or to get full access.

Barbara Leclerc

Barbara Leclerc

Co-Chief Investment Officer and Senior Advisor at Bridgewater Advisors Inc.

New York, NY , United States

About

Barbara Leclerc is the Co-Chief Investment Officer and Senior Advisor at Bridgewater Advisors Inc., a leading independent investment advisory firm based in New York City. In this capacity, she is responsible for the firm’s investment philosophy, overall portfolio strategy, and providing senior guidance on wealth management solutions for high-net-worth clients. Her active role centers on designing customized investment strategies and overseeing the firm’s disciplined asset allocation process.

Leclerc’s expertise spans a broad array of asset classes, with a primary focus on multi-asset portfolio construction, public equities, fixed income, and alternative investments. She also specializes in integrating financial planning with portfolio management, addressing client objectives that extend beyond financial performance—including philanthropy, legacy planning, and values-based wealth management.

With over two decades at Bridgewater Advisors, Leclerc brings an academic foundation in philosophy (PhD, SUNY Stony Brook) and psychology (BA, University of Southern Maine), contributing a unique perspective to holistic wealth counseling. She is both a CFA charterholder and a CFP® professional, and is recognized for her thought leadership on the existential dimensions of wealth as well as for championing client-centric, fiduciary advice.

Career History

OrganizationRoleDate RangeDetails
Bridgewater Advisors Inc.Co-Chief Investment Officer and Senior AdvisorMar 2003 to Present

Education

State University of New York at Stony Brook

Doctor of Philosophy (PhD), Philosophy

University of Southern Maine

Bachelor of Arts (B.A.), Psychology

Skills & Expertise

Asset Management
Portfolio Management
Asset Allocation
Investments
Alternative Investments
Investment Advisory
Mutual Funds
Series 63
Series 7
Investment Management
High Net Worth Individuals
Securities
Fixed Income
Hedge Funds
Wealth Management
Financial Services
Public Speaking
Leadership
Microsoft Excel

Others at Bridgewater Advisors Inc. (11)

NameRoleLocation
Gabe Bryan
Gabe Bryan
PartnerNew York, NY , United States
Jane Weber
Jane Weber
PartnerNew York, NY , United States
L
Leo Marzen
Managing PartnerNew York, NY , United States
Marcus Wolf
Marcus Wolf
AssociateBloomfield, NJ , United States
T
Thomas Smyth
PartnerNew York, NY , United States
Ann Thibodeau
Ann Thibodeau
PartnerNew York, NY , United States
Marie Julianne Nido
Marie Julianne Nido
AssociateNew York, NY , United States
Matthew Pelz
Matthew Pelz
PartnerNew York, NY , United States
Olabode Aladenika
Olabode Aladenika
Senior AssociateNY , United States
Ryan Wilkens
Ryan Wilkens
AssociateNew York, NY , United States
Showing 1-10 of 11 team members

Similar Fund Managers

NameRoleFundLocation
Kamal Shah
Kamal Shah
Portfolio Manager and Macro StrategistDonald Smith & Co. Inc.New York, NY , United States
N
Newton Chung
Manager, Head TraderBristol John W & Co. Inc. /ny/NJ , United States
C
Charles Mott
PartnerBristol John W & Co. Inc. /ny/Hampton Bays, NY , United States
Reed Choate
Reed Choate
Partner, Portfolio ManagerNeville Rodie & Shaw Inc.New York, NY , United States
William Patterson
William Patterson
Portfolio Manager; Vice PresidentNeville Rodie & Shaw Inc.New York, NY , United States