Leo is the Founder and CEO of Verdence, providing proven expertise to advise ultra-high net worth family office, executives, entrepreneurs, and professional athletes on an array of complex, custom financial solutions. Leo specializes in business strategy, business succession, liquidity event planning, estate planning, philanthropy, and OCIO (Outsourced Chief Investment Officer) services. He has been recognized as an industry and thought leader by some of the most prestigious financial publications. His perspectives and business philosophies are featured regularly as a contributor on CNBC, Fox Business News, The Wall Street Journal, Bloomberg TV and Radio, and countless others. Prior to fo