Jack Farrar

Jack Farrar is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Jack is responsible for client onboarding and managing client relationships. Prior to Leo Wealth, Jack was Junior Associate at The Capital Company, where he assisted with the management and upkeep of portfolios, as well as organizing data received […]

Chelsea Xu

Chelsea is Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Chelsea is responsible for managing client relationships and establishing long-term connections based on achieving the client’s financial goals through investment and wealth management solutions. Chelsea is driven by accomplishing what is best for every client through financial planning […]

Taylor Jester, AAMS®

Taylor Jester is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor provides exemplary administrative support for senior advisors and their clients with onboarding, updating client details, and maintaining client files and records. She specializes in client-focused care and enjoys making life easier for clients while building […]

Stephanie Farese

Stephanie Farese is a 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 Studies […]

Athena Cheuk

Athena Cheuk is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Athena is responsible for US client onboarding and managing client relationships. She speaks English, Cantonese, and Mandarin. Prior to Leo Wealth, Athena worked as Analyst at Credit Suisse, where she worked in Trade Management. She coordinated with […]

Ashley Cabral

Ashley Cabral is a 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 client […]

Ryan Gaynor

Ryan Gaynor is an Associate Director at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Ryan provides results-oriented comprehensive financial planning with experience in tax planning, compensation and benefits, insurance, risk management, retirement and portfolio management. Ryan works closely with Ken Dugan. Ken Dugan is a Senior Managing Director […]

Hoi Yee Wong

Hoi Yee Wong is Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Hoi Yee is responsible for US client onboarding and client relationships. She speaks Dutch, English and Cantonese. Prior to Leo Wealth, Hoi Yee was working on the accounting team at The Capital Company. Hoi Yee studied […]

Amber Veronique

Amber Veronique is an Associate Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Amber is responsible for managing client relationships, particularly for British citizens and American tax-payers living in Asia. She specializes in financial planning & modelling, helping clients to achieve goals and peace of mind about retirement. She is […]

Charlie Duryee, CFP®

Charlie Duryee is an Associate Director 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, helps […]

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