Stephanie Farese
Stephanie Farese is a Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Edison, NJ, Stephanie is responsible for US client onboarding and client relationships. Prior to Leo Wealth, Stephanie was an Office Administrator at Orion Innovation, where she handled all office management. Stephanie earned a BA in Family and Child […]
Ashley Cabral
Ashley Cabral is a Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Ashley works closely with the CEO and the firm’s senior advisors on the development, maintenance, and wealth management of High-Net-Worth client relationships. She specializes in processing client onboarding, fund management and fulfilling existing […]
Helen Fung
Helen Fung is an Associate Director 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 […]
