Suryaveer Singh
Suryaveer Singh is a Wealth & Investment Associate at LEO Wealth, an independent global wealth advisor. Suryaveer earned a Bachelor’s Degree in Quantitative Economics from University of California, Berkeley.
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 […]
Kanwalpreet Sandhu
Kanwalpreet (Preet) Sandhu is a Tax Supervisor 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 a Senior Tax 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 […]
Stephanie Farese
Stephanie Farese is a Senior 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 […]
Tali Deutsch
Tali Deutsch is a Senior Tax Operations 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 […]
Ashley Cabral
Ashley Cabral is a Senior 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 […]
Ryan Gaynor, CFP®
Ryan Gaynor is a Director of Wealth at LEO Wealth, an independent global wealth advisor with offices in New Jersey and New York. Ryan has been working with clients at LEO Wealth for over five years, providing results-oriented, comprehensive financial planning. His expertise includes tax planning, executive incentive compensation (such as NQOs, ISOs, and RSUs), […]
Helen Fung
Helen Fung is an Associate Director 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 the Client […]
Charlie Duryee, CFP®
Charlie Duryee is a Director of Wealth 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, […]
