Team Members

Leonardo Pereira

President

Leonardo provides strategic leadership and oversees all initiatives to advance the organization’s mission.

Director of Membership and Recruitment

Caleb coordinates logistics, events, and operational processes to ensure organizational efficiency.

Vice President of Operations

Alex supports organizational leadership and ensures effective execution of programs and operations.

Director of Professional Developement

Ryan develops career-focused programs and resources to support member professional growth.

Vice President of Finance and Portfolio

Zachary manages financial planning, budgeting, and resource allocation to support club initiatives

Secretary

Jason connects the Wealth Management Society with professionals and opportunities.