Profiel
Mr. Matthew J.
Allain is a Chief Executive Officer at The Leo Group LLC and a Chief Executive Officer at Leo Wealth LLC.
He has held various positions in the financial services industry as an Attorney,Tax Specialist and Wealth Manager.
Mr. Allain was Vice President of Financial Counseling in the Ayco division of Goldman Sachs for nearly 12 years.
Earlier in his career, he worked in the insurance industry with a focus on property & casualty exposures and small commercial lines.
While at Ayco/Goldman Sachs, Mr. Allain specialized in individual & corporate engagements throughout the United States and Europe.
Mr. Allain received a BS in Architecture & Civil Engineering from Catholic University in Washington, DC, a Juris Doctorate from Suffolk University Law School in Boston, and an Investment Management Certificate from Wharton’s Executive Education Program.
Actieve functies van Matthew J. Allain
Bedrijven | Functie | Begin |
---|---|---|
The Leo Group LLC
The Leo Group LLC Investment ManagersFinance The Leo Group LLC provides investment advice. The firm offers comprehensive financial planning that yields long-term financial success. It serves high net worth, affluent and ultra-affluent clients worldwide. The company was founded by Matthew J. Allain in 2012 and is headquartered in Iselin, NJ. | Algemeen Directeur | 01-01-2012 |
Leo Wealth LLC
Leo Wealth LLC Investment ManagersFinance Leo Wealth LLC is a SEC-registered investment advisor headquartered in Hurst, Texas. The firm was founded by Joseph Janiczek in 1990 and is owned by Leo Capital Corp. Holdings LLC, which is a subsidiary of Leo Capital Corp. Leo Wealth provides comprehensive wealth management solutions to clients at every stage of life and wealth. | Algemeen Directeur | - |
Opleiding van Matthew J. Allain
The Catholic University of America | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
The Leo Group LLC
The Leo Group LLC Investment ManagersFinance The Leo Group LLC provides investment advice. The firm offers comprehensive financial planning that yields long-term financial success. It serves high net worth, affluent and ultra-affluent clients worldwide. The company was founded by Matthew J. Allain in 2012 and is headquartered in Iselin, NJ. | Finance |
Leo Wealth LLC
Leo Wealth LLC Investment ManagersFinance Leo Wealth LLC is a SEC-registered investment advisor headquartered in Hurst, Texas. The firm was founded by Joseph Janiczek in 1990 and is owned by Leo Capital Corp. Holdings LLC, which is a subsidiary of Leo Capital Corp. Leo Wealth provides comprehensive wealth management solutions to clients at every stage of life and wealth. | Finance |