Jessica Cutrera

Trailblazer
DISC Type : DI

President at Leo Wealth

Hong Kong SAR

Overview

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.

Personality Overview

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.


Topics They Care 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.
Comprehensive Estate Planning
Holds the Accredited Estate Planner (AEP) certification and leads her firm's practice in this area, focusing on holistic solutions for clients.

Media Appearances

Jessica Cutrera of Leo Wealth: Building a Fiduciary-First Model for Global Families. Featured in Hubbys

See Now

Jessica Cutrera of Leo Wealth: Building a Fiduciary‑First Model for Global Families. Featured in Hubbis

See Now

Interview with Jessica Cutrera, President of Leo Wealth on Global Citizens & Americans in Asia. Featured in Caproasia

See Now

Work History

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

Education

2004 - 2006
MBA from Temple University Japan
1994 - 1997
BS from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 23 Location : Hong Kong SAR Job Level : N/A Designation : President at Leo Wealth
URL has been copied!

Insights For Selling To Jessica

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Keep your pitch focused on the impact but nurture the relationship too
  • Help them visualize the impact of their decision

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessica is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jessica

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Jessica move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Jessica take some risk or not?

  • If necessary, they will be ready to take risks.

You And Jessica

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.