Joseph Carroll and Peter Savva, veteran advisors to ultra-affluent individuals, have joined LeoGroup as Managing Directors. Both Joseph and Peter have each previously served as senior advisors within the Goldman Sachs Family Office where they specialized in individual income taxes, estate and gift taxes, and financial planning for the active and former partners of the firm, both domestically and internationally.
After his 32 year career with Goldman, Sachs & Co., Joseph held senior strategic roles with Ernst & Young's Private Client group as an Executive Director and with Rockefeller & Co. and TAG Associates LLC's Family Office Services Group, both as a Managing Director. Prior to Peter's 30 year career with Goldman, Sachs & Co., he was a Tax Manager at PricewaterhouseCoopers providing tax planning services to corporate executives.
The addition of Joseph and Peter coincides with LeoGroup's continued expansion of the firm's capabilities to service ultra-affluent individuals within LeoGroup's Multi-Family Office (MFO) platform. In April of last year, LeoGroup also announced the addition of Eric Katz, another veteran advisor within the Goldman Sachs Family Office.
"I'm thrilled to welcome Joe and Peter to our team and I firmly believe that the addition of these well respected and talented advisors is further validation that what LeoGroup has created in such a short period of time is a truly unique service," says Matthew Allain, CEO of LeoGroup. "We are fortunate to have the opportunity to add their talents to our existing team of advisors, particularly as we continue to find significant receptivity to LeoGroup's services among the ultra-affluent market segment."
About The Leo Group, LLC
LeoGroup is an exclusive financial advisory firm based in New Jersey with offices in New York, Boston, and Switzerland. The firm provides comprehensive wealth management, tax strategies, capital markets, and asset management solutions on a bespoke level to wealthy individuals & families, institutions and endowments globally. Visit www.leogroupllc.com for more information.
