Stephen Tally

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 […]

Jon Rustin

Jon Rustin is the Chief Financial Officer at Leo Wealth. Jon oversees the accounting, business support, financial planning and analysis, treasury, M&A, investor relations, external audit and tax functions. Prior to Leo Wealth, Jon was the CFO at LeoGroup, responsible for managing the firms financial reporting and external audits. Before joining LeoGroup in 2014, Jon […]

Harmen Overdijk, CFA

Harmen Overdijk is Chief Investment Officer at Leo Wealth. Based in Hong Kong, Harmen is responsible for oversight of the firm’s investment capabilities and sets the overall strategic vision for client portfolios. Prior to Leo Wealth, Harmen was a founding partner of The Capital Company, a Hong Kong based firm focused on fee-based asset management. […]

Thomas Y. Lu, CFP®

Based in Tokyo, Thomas is responsible for overseeing the Japan office’s operations and business development globally. He specializes in providing Leo Wealth’s Tax & Estate advisory services to Global Citizens. These services include cross-border estate planning and financial planning services to High Net Worth individuals and families. Prior to Leo Wealth, Thomas led the Personal […]

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 […]

Jessica Cutrera, TEP

Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, she provides comprehensive wealth management and planning services in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia. Prior to Leo Wealth, Jessica was the Founding Partner, Responsible […]

Matthew Allain

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 […]

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