Leo V. Marzen (CFA®, CFP®, CPA®)

Leo V. Marzen focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning

Additional Information

Leo V. Marzen, Partner

Leo has worked in financial and advisory services for more than 35 years. He comes to investment management through the financial controls and auditing work he performed for securities firms early in his career at Coopers & Lybrand.  Leo was also a manager at a CPA firm serving wealthy individuals prior to starting his own advisory firm and then creating Bridgewater.  Leo holds the Chartered Financial Analyst designation (CFA).  He is also a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®).  Leo received his BS in Accounting from the University of Scranton.

Committed to giving back to his personal and professional communities, Leo has served as a member of the AICPA investment committee and a member of the Greenwich Roundtable.  He has also served as an instructor in portfolio management at the New York Institute of Finance and been a member of the Board of Governors at the University of Scranton Alumni Society.  Currently Leo sits on the Board of Trustees for his high school alma mater Marian Catholic High School in Tamaqua, PA.

NAPFA Start Date

August 01, 2018

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This Office

600 5th Ave Fl 26 New York, NY 10020-2308 Phone: (212) 221-5300