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Leo Marzen

Founding Partner, CPA, CFA, CFP®

Our co-founder is an entrepreneur from a family of entrepreneurs. Since he was a kid working at his father’s hardware store in Jim Thorpe, Pennsylvania, Leo knew he wanted to be in business for himself. He attended the University of Scranton, earned his BS in accounting and began his professional career with Coopers & Lybrand.

Gradually, his focus narrowed to personal financial planning. When Leo couldn’t find the right investment advisory firm to join, he started his own. That’s when he and Milt Stern met and discovered they had similar visions. Leo and Milt agreed to team up for their next investment client and put their ideas into practice. The rest is Bridgewater Advisors.

Leo is consistently ranked in the top 100 of Barron’s Top 1500 Rankings. Visit Leo’s Barron’s 2026 Top 1500 listing.

Learn about the origins of Bridgewater Advisors in this excerpt of Leo’s podcast interview with Mainstreet Moxie.

Media Inquiries (expert commentary, journalistic interviews, podcast appearances): Please call 212-221-5300 or email Leo at [email protected].