Ryan Gaynor, CFP®
Ryan Gaynor is a Director of Wealth at LEO Wealth, an independent global wealth advisor with offices in New Jersey and New York. Ryan has been working with clients at LEO Wealth for over five years, providing results-oriented, comprehensive financial planning. His expertise includes tax planning, executive incentive compensation (such as NQOs, ISOs, and RSUs), […]
Charlie Duryee, CFP®
Charlie Duryee is a Director of Wealth 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, […]
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 […]
Kenneth Dugan, CFP®
Ken Dugan is currently a Managing Director and Partner at Leo Wealth. Ken provides results-oriented comprehensive financial planning with extensive experience in tax planning, compensation and benefits, insurance, risk management, retirement and portfolio management. He also consults on negotiating executive compensation packages from sign-on to severance and works with individuals and families in the United […]
Michael Bohlinger
Mike is a Managing Director at LEO Wealth, an independent global wealth advisor. Based in New Jersey, Mike is responsible for providing comprehensive wealth management and planning to a diverse client base of high-net-worth individuals, corporate executives and retirees globally. With nearly 2 decades of experience, Mike tailors plans that encompass areas including tax, employee […]
Eric Katz, CFP®, TEP®
Eric is the Chief Strategy Officer of LEO Wealth. Based in New Jersey, Eric is responsible for oversight of the firm’s Multi-Family Office (MFO) practice. Eric specializes in all facets of investment and wealth management, income tax and gift/estate tax planning, financial counseling, and trust and estate planning. Eric’s services are provided to the global […]
Matthew AIlain
Matthew Allain is Chief Executive Officer at LEO Capital Corporation, parent company of LEO Wealth, an independent global wealth advisor. Based in New York City, Matthew oversees the various business interests of the company and its subsidiaries across all business lines, while also working directly with a select number of strategic clients. Matthew is passionate […]
