Contact Details

Position: Associate Director of Operations

Phone: +852 3468 8880

Email: helen.fung@leowealth.com

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Helen Fung

Operations

Helen Fung is a Financial Analyst at Leo Wealth, an independent global wealth advisor. Based in New York, Helen is responsible for cultivating relationships with High-Net-Worth clients. Her passion is to help people and provide above and beyond customer service.

Prior to joining the New York firm, Helen worked as Associate Director at the Client Servicing Team in Hong Kong where she delivered the best possible experience to the clients. She also worked closely with the Compliance Officer at Texas to ensure new accounts are in compliance with the SEC requirements. Having worked at all three offices allowed her to connect with people on a personal level.

Helen earned a Bachelor Degree in Hospitality Management and Tourism at Pace University. She speaks English, Chinese and Spanish.