Management Client Advisers Operations
Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas/ Fort Worth. Stephen is responsible for the firm’s ongoing operations and procedures as well as overseeing US compliance. He also specializes in wealth management and financial planning for individuals and small businesses.
Prior to Leo Wealth, Stephen was the Chief Executive Officer and Chief Compliance Officer at BFT Financial Group, a dually registered Broker Dealer/ Registered Investment Advisor firm founded in 2001. While CEO, BFT expanded from a partnership of 4 individuals to an enterprise of more than 70 advisors serving clients throughout the US. Before this, he was co-founder and President of Professional Partners Corporation, a Registered Investment Advisor firm created to provide financial planning and investment services to CPAs and tax professionals.
Stephen earned a Bachelor of Business Administration at the University of North Texas. Outside work, time is dedicated to his family and personal interests which include hiking and mountaineering, snow shoeing, and fly fishing. His charitable interests support the Tarrant Area Food Bank, Mobile Food Pantry and Mission Central.