Management - Leo Wealth

Client Advisors Client Service Insurance Investments Management Operations Tax
Northeast US South Central US Hong Kong Japan Singapore

Matthew Allain

Chief Executive Officer

Jessica Cutrera, TEP

President

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Thomas Y. Lu, CFP®

Global Head of Tax

Harmen Overdijk, CFA

Chief Investment Officer

Jon Rustin

Chief Financial Officer

Stephen Tally

Chief Operating Officer