Skip to main content

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.

Hear from the man himself – Leo’s interview with Mainstreet Moxie.