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.

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.

Suryaveer Singh is a financial advisor with Leo Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Leo Brokerage, LLC, KK Securities Limited, and the University of California, Berkeley. 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 multifaceted investment approach combining diversified ETF model portfolios with systematic single-stock models and utilizes sub-advisors and third-party managers to implement specialized strategies.