Miles Savitz

Miles Savitz is an Investment Associate at Leo Wealth, an independent global wealth advisor. Based in New York City, Miles is responsible for client portfolio trading and model portfolio research. In addition, he specializes in U.S. equities and cross-asset research. Prior to joining Leo Wealth full-time, Miles worked as a Leo intern in the summers […]

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 […]

Kanwalpreet Sandhu

Kanwalpreet (Preet) Sandhu is a Tax Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Kanwalpreet is responsible for providing bookkeeping, accounting, and tax preparation services. Prior to Leo Wealth, Kanwalpreet was an Accountant at JK Petroleum Inc, where she provided bookkeeping and accounting services for the company for more than […]

Jenny Malla

Jenny Malla is an Accounting Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Jenny is responsible for providing bookkeeping and accounting services. She also assists the tax department with the preparation of various individual and business returns. Prior to Leo Wealth, Jenny was an Accounting Assistant at Garden Homes Managements, […]

Lindsey Anderson

Lindsey Anderson is an Insurance Associate at Leo Insurance, an independent global insurance advisor. Based in Iselin, NJ, Lindsey is responsible for providing clients with excellent client service, case management, and customized insurance packages, ensuring their unique needs and concerns are comprehensively addressed. She specializes in servicing clients in the Long-Term Care, Disability, and Life […]

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 […]

Tali Deutsch

Tali Deutsch is an Tax Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Tail’s responsibilities include client servicing, assistant to the tax department and administrative tasks. Prior to Leo Wealth, Tali was graphic designer at Jacques Moret, where she worked closely with the designer and the overseas production department. Tali […]

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 […]

David Stoneback, CPA

David Stoneback is a Tax Manager at Leo Wealth, an independent global wealth advisor. Based in New Jersey, David is responsible for providing tax compliance, tax planning and accounting services for individuals, trusts, corporations and partnerships. He has more than 4 years experience in the tax and accounting industry, and specializes in working with high-net-worth […]

Diana Ruales-Calle

Diana Ruales-Calle is a Tax Manager at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Diana is responsible for providing accounting, bookkeeping, and tax preparation services. She has more than 5 years of experience in tax and accounting services for individuals, trusts, partnerships, and corporations. Prior to Leo Wealth, Diana was a […]

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