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Leo Wealth jobs and careers

New York, NY, United States

About Leo Wealth

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.

Founded
1994
Employees
125
Headquarters
New York

Leadership

The top of Leo Wealth's org chart, with how many people report into each leader.

JCPhoto of Jessica Cutrera

Jessica Cutrera

President

30 reports

MA

Matthew Allain

Chief Executive Officer

4 reports

TPPhoto of Todd Pallett

Todd Pallett

Managing Director

11 reports

RP

Ray Pinson

Managing Director

7 reports

HOPhoto of Harmen Overdijk

Harmen Overdijk

Chief Investment Officer At Leo Capital Corp

4 reports

BS

Bill Schultz

Managing Director

CM

Charles Mok

Head Of Legal And Compliance

TCPhoto of Travis Crowell

Travis Crowell

Managing Director

MBPhoto of Michael Bohlinger

Michael Bohlinger

Managing Director

DDPhoto of David Donato

David Donato

Managing Director

Jobs at Leo Wealth

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