Charles McKenzie, CFP®

Charles McKenzie is a Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas, Charles is responsible for working with clients to build comprehensive financial plans and serves on the investment committee, helping build and trade portfolios for clients. Charles earned a degree in Personal Financial Planning at Texas Tech University. […]

Joyce Woo

Joyce is Head of Singapore at Leo Wealth and is responsible for overseeing the Singapore office operations and business development efforts. She has over 30 years of corporate and private banking experience in Singapore and South-East Asia. She is proficient in credit, operations, compliance, risk management, investment advisory, and client relationship management. Prior to joining […]

William D. Schultz

Bill Schultz is Managing Director of Leo Wealth. Bill provides comprehensive financial planning, which includes defining financial goals, risk management, and portfolio management. Bill’s principal focus is high-quality client service and fiduciary relationships. Securing a BBA in Finance and Economics from Hankamer School of Business at Baylor University, Bill started his career in 1991 with […]

Peter Savva

Peter Savva is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in New York, Peter is responsible for providing high touch planning services to clients of the firm. He specializes in individual income taxes, estate and gift taxes, and financial planning for ultra-high net worth individuals and families. Prior to Leo […]

Kevin Roche

Kevin Roche is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in New York, Kevin is responsible for providing comprehensive wealth management and strategic advisory services to families, executives, and entrepreneurs. He specializes in alternative and public asset management and strategic consulting for private businesses Prior to Leo Wealth, Kevin held […]

Ray Pinson, CFP®, CPA

Ray Pinson is a Financial Advisor at Leo Wealth, an independent global wealth advisor. Based in Hurst, Texas, Ray specializes in comprehensive financial planning, portfolio construction, investment management, retirement and general advisory services for his clients. After starting his career in public accounting at KPMG, Ray spent 21 years in a family wealth management setting […]

Todd Pallett

Todd Pallett is Managing Director of Leo Wealth, advising high net worth individuals and family offices since 1996. Licensed in Hong Kong he specializes in serving Australians living abroad, repatriating, and assisting non-Australian citizens to migrate. Advising Global Australian Citizens in cross border tax planning, portfolio management, estate planning and an authority on foreign superannuation […]

Vivian Hu, CFP®, CDFA®, TEP

Vivian Hu is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Vivian provides comprehensive financial planning services to global citizens including investment management, trust and estate planning, cash flow planning, retirement planning, and cross-border advisory. Prior to Leo Wealth, Vivian served as a VP at Pictet & Cie […]

Kenneth Dugan, CFP®

Ken Dugan is a Managing Director at Leo Wealth. Previously he was a Partner and founding member of LeoGroup. He is a member of the firm’s Investment Committee, where he provides insight on investment strategy and strategic asset allocation. Ken provides results-oriented comprehensive financial planning with extensive experience in tax planning, compensation and benefits, insurance, […]

Ying Du

Ying Du is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Singapore, Ying provides comprehensive wealth management solutions and investment advice to business owners, family offices and other ultra-high net worth individuals to help them realize their unique financial aspirations. Before joining Leo Wealth, Ying was a Global Investment Specialist […]

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