Wendy Leung

Senior consultant

As a senior consultant at Diamond Consultants, Wendy works with high-achieving advisors that run complex and successful businesses. She regularly counsels top advisors and teams transitioning between wirehouses and regional firms and guides breakaway advisors making the move to independence.

Wendy earned her MBA in marketing and international business from NYU’s Stern School of Business. She is also a cum laude graduate of Colgate University, majoring in economics and international relations.

Practice and client management

7 ways clients can benefit from an advisor’s transition

Many advisors cite “improving client service” as the catalyst for a move — but knowing what the real impact will be is critical.

By Wendy Leung

May 17