Leo Wealth, LLC

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.

Yuan Fang is a financial advisor at Leo Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Cistri and Waters Economics. Yuan Fang has been with Leo Wealth since 2019. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, alongside third-party managers, to implement specialized investment strategies.

Charles Duryee is a financial advisor at Leo Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Wilmington Trust and Simon Quick. Leo Wealth provides investment advisory and financial planning services to individual investors, trusts, institutions, pension and profit-sharing plans, and corporations. The firm employs a diversified investment approach combining ETF model portfolios and systematic single-stock models, and uses sub-advisors and third-party managers to implement specialized strategies.

Jacob Friedland is a financial advisor at Leo Wealth, LLC with a Series 65 designation and no prior industry experience. His background includes roles at Leo Brokerage, LLC, Santa Clara University, Boston College, The Lawrenceville School, and Hong Kong International School. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.

Jeremy Knight is a financial advisor with Leo Wealth, LLC in Lubbock, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also the sole member of Barklee Financial Group, LLC, a tax and accounting services firm, and serves as managing director of Knight Time Holdings, LLC, a vending machine business. Previously, he operated Knight Animal Wellness as a veterinarian, providing services on a limited basis. Leo Wealth offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment approach that integrates diversified ETF portfolios, systematic stock models, and third-party managers, with an emphasis on tax efficiency and continuous account monitoring.

Jimmy Curtis is a financial advisor at Leo Wealth, LLC with 42 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Leo Wealth in 2021, he worked at BFT Financial Group, LLC since 2005. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock strategies, utilizing third-party managers and sub-advisors to implement specialized approaches.

Ryan Gaynor is a financial advisor at Leo Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has been with Leo Brokerage since 2020. Leo Wealth provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to implement specialized investment strategies.

Stephen Tally is a financial advisor at Leo Wealth, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler Freeman Tally Financial Group, LLC since 1998 and Leogroup Wealth Solutions, LLC since 2021. He serves as a registered agent for D. Larsen Management without compensation. Leo Wealth provides investment advisory and financial planning services to individuals, trusts, institutions, pension and profit-sharing plans, and corporations. The firm employs a diversified investment approach using ETF model portfolios, systematic stock scoring, and third-party managers, with an emphasis on tax efficiency and continuous account monitoring.

Miles Savitz is a financial advisor at Leo Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leo Wealth, he worked at Simpson, Thacher & Bartlett and has academic experience at Columbia University. Leo Wealth provides investment advisory and financial planning services to a diverse client base including individual investors, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, alongside third-party managers, emphasizing tax-efficient strategies and continuous account monitoring.

Jelmer Kattevilder is a CFA® charterholder with experience at Schroders Wealth Management Hong Kong and ABN AMRO Bank NV, currently serving at Leo Wealth, LLC. He has been involved in an online business offering wine subscriptions and hosting wine tasting events. Leo Wealth provides investment advisory and financial planning services to individuals, trusts, institutions, and retirement plans. The firm employs diversified ETF model portfolios combined with systematic single-stock models and utilizes third-party managers to implement specialized strategies.

Charles Mc Kenzie is a CFP® professional with seven years of industry experience. He is currently affiliated with Leo Wealth, LLC and has prior experience at BFT Financial Group, LLC, Bufford Advisors, and Texas Tech University. Leo Wealth provides investment advisory and financial planning services to individual investors, trusts, institutions, pension and profit-sharing plans, and corporations. The firm employs a diversified investment approach that includes ETF model portfolios, systematic single-stock models, and the use of sub-advisors and third-party managers to implement specialized strategies.

Christakis Charalambous is a CFA® charterholder and financial advisor at Leo Wealth, LLC with four years of industry experience. He has worked at Leo Wealth since 2021 and previously at Edge Wealth Management from 2011 to 2019. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, institutions, and retirement plans. The firm employs a multi-faceted investment approach that incorporates diversified ETF model portfolios, systematic single-stock models, and third-party managers, emphasizing tax efficiency and continuous account monitoring.

Ray Pinson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Leo Wealth, LLC. He has been with Leo Wealth since 2021 and is also affiliated with BFT Financial Group, LLC since 2013. Outside of financial advising, he provides accounting consulting services, assisting with business accounting and related operational matters. Leo Wealth offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm utilizes a combination of diversified ETF model portfolios and systematic single-stock models, along with third-party managers, to deliver tailored investment strategies.

David Lim is a financial advisor at Leo Wealth, LLC with 23 years of industry experience and holds a Series 66 designation. He has worked at several firms including Ic Advisory Services, Inc., The Investment Center Inc., and currently Leo Brokerage, LLC. Outside of his advisory work, he is the owner of TIETAX, LLC, where he prepares U.S. tax returns for clients. Leo Wealth, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, institutions, and retirement plans. The firm utilizes a combination of diversified ETF model portfolios and systematic single-stock models, incorporating various strategies and third-party managers to deliver tax-efficient portfolio management.

Daniel Savard is a financial advisor at Leo Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leo Wealth since 2021 and BFT Financial Group since 2009. Outside of his advisory roles, he is involved in several business activities related to corporate pensions and insurance, including ownership and consulting positions dating back to 1978. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies with an emphasis on tax efficiency and continuous account monitoring.