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Regina Yip
Portfolio Manager at Leo Wealth
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Work Experience
Portfolio Manager
Jun 2017 - Present · 7 years and 7 months
Wealth Management Associate
Feb 2014 - Dec 2016 · 2 years and 10 months
Legal And Compliance Internship
Aug 2011 - Sep 2011 · 1 months
Company Details
51-200 Employees
Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent, owned and operated by partners who share values of providing trusted advice, international expertise, and personal commitment to do better for clients. Definitions & Disclosures: Securities offered through Leo Brokerage, LLC Member FINRA/SIPC/MSRB. Investment Advisory services offered through Leo Wealth, LLC, a Registered Investment Adviser. Leo Brokerage, LLC is not an affiliated company. Leo Tax and Consulting LLC provides tax services which are separate from the services offered through Leo Brokerage and Leo Wealth. Leo Tax and Consulting LLC does not offer legal advice.
Year Founded
1994
Social Media
Linkedin
Industry
Financial Services
HQ Location
45 Rockefeller Plaza 2830 New York, NY 10111, US
Keywords
Wealth ManagementAlternative InvestmentsInvestmentsStocks & ETFsUS citizens abroPortfolio ManagementTax planningEstate PlanningCross Border Financial PlanningAsset Management
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