Audrey Strano​​

Audrey Strano is an Office Administrator at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Audrey is responsible for being the office liaison and working closely with our service providers. Prior to Leo Wealth, Audrey was an Administrative Assistant at Foresters Financial, where she supported the Compliance Department and the CCO. Audrey […]

Diana Nieto

Diana Nieto is a Junior Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Diana is responsible for ensuring the management of the front office and providing support to advisors and the operations team. Prior to Leo Wealth, Diana worked as an Escrow Assistant, where she performed administrative tasks relating […]

Gena Lohoefer

Gena Lohoefer is Office Administrator at Leo Wealth, an independent global wealth advisor. Based in Wichita Falls, Gena is responsible for client onboarding, assisting with client accounts, coordinating clients with advisers, and facilitating all manner of client service. She specializes in assisting clients and addressing their unique needs. With years of valuable back-office experience, she […]

Taylor Schaufel

Taylor Schaufel is a Junior Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Taylor is responsible facilitating US related services for clients residing in Asia. He specializes in client communication and account data and service management. Taylor brings value to the company by acting as a bridge between both […]

Gloria Ngan

Gloria Ngan is an Accounting Associate at Leo Wealth, an independent global wealth advisor based in Hong Kong. She is responsible for cash management and book keeping function of the operations in Hong Kong. Her previous position at The Capital Company was to provide operations support to the client team. She is therefore able to […]

Kelsey Lopez

Kelsey Lopez is Associate Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Kelsey is responsible for leading and administering the wealth management technology platform. Prior to Leo Wealth, Kelsey worked in secondary and post-secondary education as a teacher, professor, athletics coach, and curriculum/program writer. Kelsey holds a […]

Tori Robertson

Tori Robertson is a Senior Accounting Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas/Fort Worth. Tori is responsible for the daily back-office operations which includes accounting duties, vendor management, and assists in licensing and registration. She supports the Financial Principal by assisting with the firm’s books and records. Prior to Leo […]

Helen Fung

Helen Fung is an Associate Director of Operations 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 […]

Stephanie Clasper

Stephanie Clasper is Associate Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Stephanie serves as part of the global operations team helping to implement operational initiatives and priorities of the firm. Stephanie will participate in the overall compliance function of the firm, and will also be a liaison […]

Jennifer Polanco

Jennifer Polanco is Finance Director at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Jennifer is responsible for corporate accounting, including bookkeeping, client billing, payroll and human resources. Prior to Leo Wealth, Jennifer was Assistant Controller at Cord Meyer Development LLC, where she was responsible for internal accounting functions. Jennifer earned a […]

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