Client Advisory


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.



  • 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


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

Q & A


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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