Jessica Cutrera in

Jessica Cutrera

Trailblazer · DISC type DI
President at Leo Wealth
📍 Hong Kong SAR

Jessica is the global President and Co-Founder of Leo Wealth, a firm she helped establish. With over 20 years of experience in Asia, she specializes in comprehensive wealth management and is a Responsible Officer for the firm in Hong Kong. She holds an MBA from Temple University Japan.

Based in Hong Kong, Jessica is deeply involved in the financial community, serving as Vice Chair of the Family Office Association of Hong Kong. She was also a founding board member of the Association of Independent Asset Managers, reflecting her long-term commitment to the industry in the region.

She is passionate about the fee-only fiduciary model, co-founding her first licensed independent firm in Hong Kong in 2008.

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Experience
23 Years
Current Role
President
Location
Hong Kong SAR
Personality Overview

How Jessica shows up

Friendly But Fast
Charismatic
Assertive

A combination of speed and relationship gets the best response from them. They are charming and can persuade others to support their decisions. They are not against taking risks and can make tough decisions when required.


Priorities

Topics Jessica cares about

Independent Wealth Advice
A passionate advocate for the fee-only fiduciary model, she co-founded multiple independent firms and the Association of Independent Asset Managers in Hong Kong.
Family Office Services
She leads the family office practice at Leo Wealth and serves as Vice Chair of the Family Office Association of Hong Kong, signaling deep expertise.
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Career

Work history

1-2017
President
Leo Wealth
10-2015 - 1-2021
Founder, Board Member
AIAM - Association of Independent Asset Manager (Hong Kong)
4-2008 - 12-2016
Managing Director, Co-Founder
EXS Capital Asia Limited
12-2004 - 7-2021
Registered Representative and Investment Advisor
BFT Financial Group LLC
9-2000 - 10-2002
Registered Representative
Charles Schwab
In the press

Media appearances

Jessica Cutrera of Leo Wealth: Building a Fiduciary-First Model for Global Families. Featured in Hubbys
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Jessica Cutrera of Leo Wealth: Building a Fiduciary‑First Model for Global Families. Featured in Hubbis
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Education
2004 - 2006
MBA
Temple University Japan
1994 - 1997
BS
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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