Athens, Greece: 23 September 2021
We are pleased to announce that Leo Charitos is partnering with Navigator Consulting. His arrival strengthens our ability to deliver world-class investment advisory and restructuring services to financial and other clients in Europe and internationally.
Leo has more than 25 years of experience in advising large families and financial instituions on complex, cross-border wealth structuring and investment matters.
He is the former CEO of the Klesch Family Office, where he was responsible for managing the principal family's private assets in addition to leading corporate restructuring exercises and participating in all aspects of the Group's M&A activities.
Leo spent over 20 years with large Swiss banks and was one of the first movers in the effort to promote transparent and fully-compliant banking and fiduciary services in Europe.
He has held executive positions with Julius Baer, Credit Suisse, Merrill Lynch and Banque Suisse.
He also served as the Zurich Treasurer of the Society for Trust and Estate Practitioners.
He holds a Masters degree in International Private Law and International Business from the Fletcher School of Law and Diplomacy and graduated from Boston University's Department of International Relations with Distinction.
In his free time, Leo teaches martial arts and enjoys music, reading and cooking. He resides in Zollikon, Switzerland.
At Navigator, Leo will support our investment advisory services in Greece, Cyprus and internationally. We are honoured to welcome him aboard.