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Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, she provides comprehensive wealth management and planning services in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia.
Prior to Leo Wealth, Jessica was the Founding Partner, Responsible Officer and Compliance Officer at The Capital Company, an independent asset management firm formed in the beginning of 2017. Before this, she co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance until 2016. She and her team built a substantial asset management and financial planning practice at EXS.
Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. Her cross border expertise in trust and estate planning is recognized by her acceptance into the Society of Trusts and Estate Practitioners (STEP). She has an MBA from Temple University in Tokyo and is an Accredited Domestic Partnership Advisor (ADPA)