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.
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 […]
Kelsey Lopez
Kelsey Lopez is a Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Dallas Fort Worth, Kelsey is responsible for leading and administering the wealth management technology platform. Prior to Leo Wealth, Kelsey worked in secondary and post-secondary education as a teacher, professor, athletics coach, and curriculum/program writer. Kelsey holds a […]
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 […]
Diana Nieto
Diana Nieto is an Operations 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 […]
Charles Mok
Charles Mok is Head of Legal and Compliance at LEO Wealth. Based in Hong Kong, he is responsible for the firm’s compliance matters including maintaining and administering the firm’s compliance policies and liaising with Hong Kong regulators. He also provides guidance on legal issues which the firm or its clients may encounter from time to […]
Peter Kuang
Peter Kuang is an Associate Director of Finance and Operations at Leo Wealth, an independent global wealth advisor. Based in Singapore, Peter is responsible for the finance, operations, accounting and regulatory functions of the Singapore operations. Peter began his career in New Zealand where he spent 5 years as an auditor. He then spent the next […]
Gloria Ngan
Gloria Ngan is a Senior Accounting Associate at Leo Wealth, an independent global wealth advisor based in Hong Kong. She is responsible for cash management and book keeping function of the operations in Hong Kong. Her previous position at The Capital Company was to provide operations support to the client team. She is therefore able […]
Stephanie Clasper
Stephanie Clasper is Associate Director of Operations at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Stephanie serves as part of the global operations team helping to implement operational initiatives and priorities of the firm. Stephanie participates in the overall compliance function of the firm and is also a liaison for the […]
Eileen Pang
Eileen Pang is the Finance Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Eileen is responsible for the finance and accounting functions for the Hong Kong operations. Eileen started her career as an auditor and had spent 10 years in Canada during which she worked as the Director of Financial […]
