Leo Mutchler is a wealth advisor at Watts Capital specializing in real estate investments, 1031 Exchanges and the role of real estate in wealth planning. Leo works with families that own real estate investments to manage their real estate portfolios tax efficiently and to transition them from active to passive real estate investments as needed.
Leo’s financial career prior to joining Watts Capital, includes positions in wealth management, private banking, and family office services with major financial institutions including JP Morgan, Morgan Stanley and BNY Mellon. He is also active in the Family Office Club.
Leo graduated with a BA from the University of Wisconsin-Whitewater. He also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Leo lives with his family in Long Island.