Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
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.
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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Curious about learning more? Let’s talk.
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