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.
Jessica Cutrera
President
30 reports
Matthew Allain
Chief Executive Officer
4 reports
Todd Pallett
Managing Director
11 reports
Ray Pinson
Managing Director
7 reports
Harmen Overdijk
Chief Investment Officer At Leo Capital Corp
4 reports
Bill Schultz
Managing Director
Charles Mok
Head Of Legal And Compliance
Travis Crowell
Managing Director
Michael Bohlinger
Managing Director
David Donato
Managing Director
Jobs at Leo Wealth
No open positions right now. Explore more companies on TheJobsMap.