Position: Senior Wealth Associate
Phone: +1 646 876 8512
Linkedin: View Page
Client ServiceCharlie Duryee is an Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Charlie is responsible for helping service clients with all aspects of their financial lives including, but not limited to, tax planning, estate planning, and investment management. Charlie handles day to day client inquires, helps create client deliverables, and assists in developing family office initiatives.