Stephen Tally
Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas-Fort Worth.
Harmen Overdijk, CFA
Harmen Overdijk is Co-Chief Executive Officer and Co-Founder at LEO Wealth. Based in Hong Kong, Harmen is responsible for overseeing the firm’s investment capabilities and setting the overall strategic vision for client portfolios. Prior to LEO Wealth, Harmen was a founding partner of The Capital Company, a Hong Kong-based firm focused on fee-based asset management. […]
Thomas Y. Lu, CFP®
Based in Tokyo, Thomas oversees the Japan office’s operations and global business development. He specializes in providing LEO Wealth’s Tax & Estate advisory services to Global Citizens. These services include cross-border estate and financial planning for high-net-worth individuals and families. Prior to LEO Wealth, Thomas led the Personal Financial Services practice at PwC Tax Japan […]
Jessica Cutrera, TEP, AAMS®, ADPA®, CRPS®
Jessica Cutrera is the Co-Chief Executive Officer and Co-Founder at LEO Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, her team provides comprehensive wealth management, cross border investment and family office services. Her expertise includes tax, financial, matrimonial and estate planning and she specializes in serving global citizens. Her specialization […]
