Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth.

We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. 

Definitions & Disclosures:  Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company.

Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.

Insurance

Leo Wealth

Leo Wealth's headquarters in New York, NY, United States

Matthew Allain

Jessica Cutrera

Charles Mok

Travis Crowell

Todd Pallett

Ray Pinson

Michael Bohlinger

David Donato

Bill Schultz

Harmen Overdijk

Dan Moore

Vivian Tianyue Hu

Kevin Roche

Jon Rustin

This department focuses on providing financial planning and investment strategies to clients for wealth growth and preservation.

Wealth Management

The Leadership Team at Leo Wealth is responsible for setting the strategic direction of the firm, ensuring the alignment of business objectives with client needs. Comprising senior executives across various functions, this team fosters a culture of collaboration and excellence, oversees operational performance, and drives innovation in wealth management services to deliver personalized solutions for clients in Asia and the United States.

Leadership Team

This department provides strategic direction and oversight for the organization.

Executive Leadership

The Operations Team at Leo Wealth plays a crucial role in ensuring the smooth and efficient functioning of the firm. They oversee day-to-day operational processes, manage administrative tasks, and support various departments to enhance service delivery. By streamlining workflows and optimizing resource allocation, the team helps maintain a high standard of client service and operational excellence across the organization.

Operations Team

This department focuses on managing financial resources and operational processes to support organizational efficiency.

Finance and Operations

The Investment Management Team at Leo Wealth is dedicated to strategically managing client portfolios to optimize returns and align investments with individual financial goals. Comprising skilled professionals, including portfolio managers and investment directors, the team conducts rigorous market analysis, implements investment strategies, and continuously monitors performance to ensure clients' wealth grows sustainably across diverse regional markets.

Leo Wealth

Org chart

Teams

Wealth Management

Leadership Team

Executive Leadership

Operations Team

Finance and Operations

Investment Management Team

Offices

Leo Wealth

Org chart

Teams

Wealth Management

Leadership Team

Executive Leadership

Operations Team

Finance and Operations

Investment Management Team

Offices

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