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Biography

Len is a Partner in the New York office and has more than 30 years of wealth management experience, specializing in taxes, financial planning, and investment advice for individuals and their related entities.

Prior to joining Cerity Partners, Len was a Senior Managing Director at Lebenthal Family Office LLC where he provided a full array of wealth management services to his clients. Prior to joining Lebenthal in 2007, he was at Executive Monetary Management Inc., a unit of Lehman Brothers.

 

Education

  • MBA in Accounting New York University’s Stern School of Business
  • Advanced Professional Certificate in Taxation from New York University’s Stern School of Business
  • J.D. from New York Law School

Highlights

  • Certified Public Accountant
  • Member of the New York State Bar
  • Juris Doctor

Q & A

Q:

What should your clients know the most about you?

I have over 35 years of experience dispensing sound and practical advice in all aspects of tax and financial planning.

What kind of clients work best for you?

Clients who seek advice before they act since it often is an issue of not what you do, but how you do it. We want to be planners and not historians.

What differentiates Cerity Partners from other firms in our space?

Our commitment to always putting the client first.

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Leonard Schlangel

Investing

Opportunity Zones Program

Charitable gifts are not the only way to help people in need while potentially reducing your tax liability. For certain individuals, the Opportunity Zones Program, begun earlier this year, may be an effective tax strategy.

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.