LEO WEALTH - Key Persons
Job Titles:
- Global Head of Investment Solutions
- Investments
- Managing Director, Head of Investment Solutions
Aleksey Mironenko is Global Head of Investment Solutions at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Aleksey is responsible for constructing client portfolios and overseeing the firm's investment function. He is a strong believer in cost-efficient portfolio construction and asset allocation as the primary drivers of investor returns and thrives on achieving meaningful results and providing considered counsel to clients.
Prior to Leo Wealth, Aleksey was Partner and Chief Distribution Officer at Premia Partners, a Hong Kong ETF provider. During his time there, Aleksey helped build the fastest growing ETF provider in Hong Kong, taking the firm from inception to 8th by assets in Hong Kong in 3 years.
Before Premia, Aleksey held various leadership positions at iShares, including Head of APAC Fixed Income and Head of Asia ex-Japan Institutions. Prior to moving to Hong Kong, he was based in BlackRock's London, Tokyo and New York offices, helping institutions invest globally.
Aleksey earned a Bachelor of Science degree, magna cum laude, in Finance and General Accounting from the Leonard N. Stern School of Business at New York University. He is an avid rower, runner and traveler, and, most importantly, father to two beautiful girls and husband to one awesome Aussie.
Amber Veronique is Associate Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Amber is responsible for managing client relationships, particularly for British citizens and American tax-payers living in Asia. She specializes in financial planning & modelling, helping clients to achieve goals and peace of mind about retirement.
She is dual licensed, in Hong Kong and US, and has the UK Diploma in Regulated Financial Planning (DipPFS).
Amber earned a BSc in Accounting and Finance at Richmond, the American International University in London. Prior to this, she completed her High School Diploma at Malibu High School in California.
Job Titles:
- Associate
- Client Service
- Wealth Associate
Ashley Cabral is a 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 client requests.
Prior to Leo Wealth, Ashley was a Consultant/Accounting assistant at HQ Capital, where she worked with the private equity investment team/treasury. She earned a bachelor's degree at Hunter College and is a certified Notary Public commissioner in the state of NJ.
Job Titles:
- Associate
- Client Service
- Wealth Associate
Athena Cheuk is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Athena is responsible for US client onboarding and managing client relationships. She speaks English, Cantonese, and Mandarin. Prior to Leo Wealth, Athena worked as Analyst at Credit Suisse, where she worked in Trade Management. She coordinated with external counterparties to ensure the trade information.
Athena studied Finance in the Chinese University of Hong Kong. She participated in singing contests in university and created a basketball league before she graduated.
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 earned a Bachelor of Arts in Fine Arts from Kean University.
Charles McKenzie is a Portfolio Manager at Leo Wealth, an independent global wealth advisor. Based in Dallas, Charles is responsible for working with clients to build comprehensive financial plans and serves on the investment committee, helping build and trade portfolios for clients.
Charles earned a degree in Personal Financial Planning at Texas Tech University. Upon Graduation, Charles earned his CFP® certification and joined BFT Financial group in Dallas, Texas.
Job Titles:
- Associate Director
- Client Service
Charlie Duryee is an Associate Director 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, helps create client deliverables, and assists in developing family office initiatives.
Prior to Leo Wealth, Charlie was an analyst at Wilmington Trust, where he participated in a training program that provided him experience in all aspects of the wealth management business.
Charlie is a registered representative of Leo Wealth, LLC, a Registered Investment Advisor firm. He also hopes to become a CFA and has passed the level 1 exam. He also spends time in and out of the office developing his knowledge in various areas of financial planning.
Charlie earned a Bachelor of Science at Bucknell University's Freeman College of Management where he majored in accounting and finance. In his spare time, Charlie enjoys spending time with family and friends and playing golf.
Job Titles:
- Client Service
- Senior Wealth Associate
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 and modeling to customize solutions for clients' needs.
Chelsea earned a M.A. from The Chinese University of Hong Kong and a Master of Accountancy from Hong Kong Baptist University. She is currently licensed with SFC for type 4 (advising on securities) and type 9 (asset management) activities.
Job Titles:
- Investment Director for the Americas
- Investment Director, Americas
- Investments
Christos Charalambous is the Investment Director for the Americas at Leo Wealth, an independent global wealth advisor. Based in New York City, Christos is responsible for providing investment advisory, portfolio management services and multi-asset class views to the firm's clients. He specializes in asset allocation, global equities, and thematic research.
Prior to Leo Wealth, Christos was a Senior Investment Strategist at Edge Wealth Management, where he implemented stock selection for a $450m equity portfolio and asset allocation strategy for $900m in AUM. Christos also served as an equity research analyst at Nomura Asset Management.
Christos earned a BSc in Accounting & Finance from the London School of Economics & Political Science and a MSc in Investment Management from the Cass Business School. He is also a CFA charter holder.
Coco Fang is a Portfolio Manager at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Coco is responsible for daily mandate trading via Interactive Brokers/Saxo platform, weekly global market update, monthly VIP reporting and quarterly 400+ account fiduciary review. She specializes in financial modelling, market research and data visualization.
Prior to Leo Wealth, Coco was a Consultant at Cistri Limited, where she led Greater China Urban Development projects, particularly, macro-economic & regional policy review.
Coco earned a Master's Degree of Statistics at The University of Hong Kong. More than being passionate about data & ever-changing financial world, she is also an energetic 10K runner, creative graphic designer, and mission impossible chaser.
Cynthia Vogt is a seasoned tax professional with over 30 years of experience in expatriate taxes for global citizens. Based in the U.S., she is a member to the Leo tax team, focusing on individual taxes and Japanese ex-pats.
Prior to joining Leo Wealth, Cynthia founded her tax practice in 2004, merging with Leo Wealth in December 2022.
Cynthia received her Bachelor of Science from the University of Maryland University College, has been a licensed CPA in the Commonwealth of Kentucky since 1998, and has been an enrolled agent for over 30 years. Cynthia is a US Air Force Veteran.
Job Titles:
- Insurance
- Managing Director of Insurance Solutions
Dan Moore is Managing Director of Insurance Solutions at Leo Wealth, an independent global wealth advisor. Based in Iselin, NJ, Dan is responsible for overseeing business planning for Leo Wealth's Insurance Division, including Insurance Sales, Internal Business Coordination, and Staff Development.
He specializes in Life, Disability, and Long-Term Care insurance, providing Leo Wealth with a resource to offer clients solutions for protecting assets, income, and inter-generational wealth.
Prior to Leo Wealth, Dan was co-Founder and Principal at Domo Insurance, where he oversaw general operations, including business planning and sales.
Dan is known among his clients and colleagues for being an intelligent communicator, well- organized, and promoting high ethical standards.
Dan earned an MBA in Finance at Temple University
Job Titles:
- Insurance
- Managing Director of Insurance Solutions
David Donato is Managing Director of Insurance Solutions at Leo Wealth, an independent global risk management advisor. Based in New Jersey, David is responsible for the design, placement, and maintenance of client risk management strategies and for coordinating insurance deliverables across the company. He provides comprehensive Life, Disability and Long-Term Care advisory services with a specialization in estate preservation and wealth protection strategies for both domestic and international clients.
David began his career in financial services with the First Financial Group, where he provided comprehensive financial planning and investment advisory services. Along with Managing Director, Daniel Moore, David went on to co-found Domo Insurance, a national independent brokerage firm.
David is a graduate of The George Washington University. Outside of Leo Wealth, David spends his time as a loving husband, and proud father. He is also an avid scuba diver and devoted Philadelphia sports fan.
David Stoneback is a Tax Manager at Leo Wealth, an independent global wealth advisor. Based in New Jersey, David is responsible for providing tax compliance, tax planning and accounting services for individuals, trusts, corporations and partnerships. He has more than 4 years experience in the tax and accounting industry, and specializes in working with high-net-worth individuals, small to mid-size businesses, foundations and investment funds.
Prior to Leo Wealth, David was a Staff Accountant at WithumSmith+Brown, PC where he provided audit, tax and accounting services to clients primarily in the construction, professional services and real estate industries.
David is a licensed Certified Public Accountant in the State of New Jersey. He is a member of the American Institute of Certified Public Accountants and New Jersey Society of CPAs.
David earned dual Bachelors of Science degrees in Accounting and Finance from West Chester University of Pennsylvania. Currently, he volunteers at a nonprofit yacht club which provides sailing instruction in the summer. He also enjoys outdoor activities including fishing, jet skiing and hiking.
Desmond Foo - Chief Investment Officer
Job Titles:
- Investment Director
- Investment Director for Singapore
Desmond Foo is the Investment Director for Singapore at Leo Wealth, an independent global wealth advisor. Based in Singapore, Desmond is responsible for investment analysis and research, as well as providing technical and trade support for portfolios. He specializes in technical analysis, quantitative methodology and utilizing factor-based models in portfolio construction.
Prior to Leo Wealth, Desmond was the Investment Director at Jachin Capital, a capital markets services licensed fund manager based in Singapore, where he managed investments and developed quantitative-based portfolio and asset allocation strategies.
Desmond earned a Bachelor of Business Management (Cum Laude) with Double Majors in Finance and Economics from the Singapore Management University.
Job Titles:
- Office Administrator
- Operations
Diana Nieto is an Office Administrator 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 to title and escrow in residential real estate transactions, as well as facilitating closings and post-closing requirements. She has a decade of administrative and customer service experience in various sectors such as non-profit, energy, as well as title and escrow.
Diana earned a bachelor's degree in Radio-TV-Film as well as a certificate in Business Foundations from the University of Texas at Austin. Outside of work, she loves traveling, spending time with family and friends, and discovering new recipes.
Diana Ruales-Calle is a Tax Manager at Leo Wealth, an independent global wealth advisor. Based in New Jersey, Diana is responsible for providing accounting, bookkeeping, and tax preparation services. She has more than 5 years of experience in tax and accounting services for individuals, trusts, partnerships, and corporations.
Prior to Leo Wealth, Diana was a Supervising Senior Accountant at SuarezBaldomero PA, where she provided accounting and tax services to small companies and individuals in various industries, she also participated in the preparation, compilation and review of financial statements for various entities.
Diana earned a Bachelor of Science degree in Accounting from Kean University. Currently, she volunteers on a regular basis at her church and enjoys traveling in her spare time.
Job Titles:
- Finance Director
- Managing Director - Finance
- Operations
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 Planning for a venture capital company that had developed from a small entity to a listed company on the Toronto Stock Exchange. Prior to Leo Wealth, Eileen was the Senior Director of Finance at Sears Holdings Global Sourcing Limited whereby she led the regional accounting team for the sourcing operations in Asia.
Eileen earned her MBA degree in International Management at the University of London. She holds professional accounting qualifications recognized by mandated institutions in USA, UK, Canada and Hong Kong and was ranked as one of the top 10 candidates in the State of Washington for the AICPA examination.
Job Titles:
- Chief Wealth Management Officer
Job Titles:
- Senior Accounting Associate
Job Titles:
- Associate Director of Operations
Job Titles:
- Investment Director, Asia
Job Titles:
- Chief Executive, Head of Singapore
Job Titles:
- Associate Director of Operations
Job Titles:
- Senior Accounting Associate
Vivian Hu - Managing Director
Ying Du - Managing Director