Wendy Leung

As a senior consultant at Diamond Consultants, Wendy Leung works with high-achieving advisors who run complex and successful businesses. She regularly counsels top advisors and teams transitioning between wirehouses and regional firms, as well as guides breakaway advisors making the move to independence. She also provides guidance to independent advisors and business owners as they explore changing broker dealers, moving to the RIA space, or planning for succession and M&A.

Leung 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.