Sachiko Matsumoto

Based in Tokyo, Sachiko is responsible for office administration at Leo Wealth Japan KK. She is responsible for client onboarding, inter-office coordination, office facilitation, accounting, and providing various client supports to tax professionals in Tokyo. Prior to joining Leo Wealth, Sachiko worked as a HR Generalist and Office Administrator at Vialto Partners Japan and PwC […]

Pamela Tsang

Pamela Tsang is an Assistant Manager at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Pamela is responsible for providing US tax compliance, tax planning for high-net-worth individuals, trusts, and corporations. Prior to joining Leo Wealth, Pamela was a supervisor at East Asia Sentinel, where she provided tax planning and compliance service […]

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 […]

Yong Teck Ming

Yong Teck Ming is the Head of Insurance Services, Singapore at LEO Wealth, an independent global wealth advisor. Based in Singapore, Ming assists clients in selecting appropriate insurance solutions to meet their asset protection and financial planning needs. Before joining Leo Wealth, Ming was a Financial Consultant principally with Prudential Assurance for 30 years. He has also represented AIG, AXA […]

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 […]

Jack Farrar

Jack Farrar is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Jack is responsible for client onboarding and managing client relationships. Prior to Leo Wealth, Jack was Junior Associate at The Capital Company, where he assisted with the management and upkeep of portfolios, as well as organizing data received […]

Chelsea Xu

Chelsea is Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Chelsea is responsible for managing client relationships and establishing long-term connections based on achieving the client’s financial goals through investment and wealth management solutions. Chelsea is driven by accomplishing what is best for every client through financial planning […]

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