I joined Diamond Consultants in 2008 after a successful 15-year career in finance working with major banks including Morgan Guaranty Trust Company, National Westminster Bank and Royal Bank of Canada. As a Senior Consultant at Diamond Consultants, I work with high achieving advisors that run complex and successful businesses. With an emphasis on communication and analysis, I start by truly understanding an advisor’s business including the successes, challenges, and goals for the future. Then, leveraging my knowledge of the wealth management landscape, I work to help advisors strategically identify and evaluate the options that are right for them. I regularly counsel top advisors and teams transitioning between wirehouses and regional firms and guide breakaway advisors making the move to independence. And when independent advisors and business owners are ready to explore changing broker dealers, moving to the RIA space, or planning for succession and M&A, they count on my industry knowledge and experience to guide them.I earned my MBA in Marketing and International business from NYU's Stern School of Business and am also a cum laude graduate of Colgate University, majoring in Economics and International Relations. I am a regular contributor to Diamond’s blog for financial advisors and have been published in WealthManagement.com and Fox Business. Outside of the office, I enjoy spending time with my family as well as traveling, reading and cooking.📞 Please feel free to call or text me at (917) 692-6886, all in confidence. Email wleung@diamond-consultants.com is also a good way to get in touch. I look forward to connecting.At Diamond Consultants, our mission is to help advisors live their best business life. We guide elite advisors in search of the right place for their business and their clients. But we’re far more than just recruiters. We meet advisors where they are and create a personal roadmap of options they might never have considered otherwise. Our business is built on relationships, not transactions. We offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. And even if you’re not actively exploring, we’re still more than happy to answer any questions and share insights.
Listed skills include Financial Services, Consulting, Finance, Business Development, and 16 others.
