About
Doug Leeson is Principal at Investment Research & Advisory Group, Inc. (commonly known as IRA Group), an independent, fee-based investment advisory firm founded in Atlanta, Georgia. With over 30 years of experience since founding the firm in 1992, Leeson leads the firm's strategic direction and client advisory services, focusing on institutional and private wealth management clients.
Leeson specializes in advising mid-size institutional investors, including retirement plan sponsors, endowments, foundations, and corporate clients. His expertise covers asset allocation, investment policy design, and fiduciary governance, with deep knowledge in public and private markets, including equities, fixed income, and alternative investments. He also provides guidance in tax planning, estate planning, and insurance analysis for clients.
An alumnus of Miami University with a bachelor's degree in marketing and finance, Leeson has been recognized as one of the Top 100 Leaders in Atlanta’s Financial Sector by the Atlanta Business Chronicle multiple times, and he has served on advisory councils for several leading retirement plan administrators. He is a frequent industry speaker and a leader in advancing independent fiduciary standards in investment consulting for institutional clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Investment Research & Advisory Group, Inc. | Principal | Mar 1992 to Present | — |
Education
Miami University
Bachelors, Marketing, Finance
1982 — 1986
Skills & Expertise
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
D David Citron | CIO | HB Wealth Management, LLC | Baltimore, MD , United States |
| Principal | HB Wealth Management, LLC | Atlanta, GA , United States | |
M Matthew Bauder | Partner | Atlanta Consulting Group Advisors, LLC | Atlanta, GA , United States |
M Michael Butkus | Partner | Atlanta Consulting Group Advisors, LLC | Atlanta, GA , United States |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
I Ian Thomas Zabor | Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |
| Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |