Audrey Strano
Audrey Strano is a Senior Associate in Finance & Operations 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 […]
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 […]
Jennifer Polanco
Jennifer Polanco is Associate Director of Finance and Operations 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 […]
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 […]
