Andy Leung, Private Wealth Adviser
Andy Leung is a vice president and private wealth adviser at Procyon Partners, an independent RIA in Shelton, CT. With more than 20 years of experience serving institutional clients for UBS Investment Bank, Andy brings extensive knowledge of the global markets to his advisory practice. His past counsel to hedge and mutual funds and his experience in institutional sales and trading are beneficial as he helps his clients establish and achieve their financial goals.
Additionally, as a franchisee of a boutique fitness operation and the husband of an independent communications consultant, Andy has an acute understanding of the financial issues and challenges associated with franchising and small business ownership.
Andy served as a Captain in the United States Marine Corps and is a graduate of the United States Naval Academy, where he earned a BS degree in economics and played Division 1 lacrosse. He earned his MBA degree in finance from University of Connecticut.
Latest articles by Andy Leung, Private Wealth Adviser
For Best Tax Savings, Year-Round Tax Planning Is Essential
For optimal, ongoing tax reduction, consider employing these nine strategies throughout the entire year.