Position: Wealth Associate
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Stephanie Farese is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Edison, NJ, Stephanie is responsible for US client onboarding and client relationships.
Prior to Leo Wealth, Stephanie was an Office Administrator at Orion Innovation, where she handled all office management. This included working with HR, scanning and filing documents, and keeping the pantry and office stocked with the necessary supplies. She also handled an executive calendar and planned travel for various employees, including booking flights, hotels, and rental cars.
Stephanie earned a BA in Family and Child Studies with a concentration in Family Services from Montclair State University.