SENIOR VICE PRESIDENT, PRIVATE CLIENT GROUP – BLUE SQUARE WEALTH
In addition to his role working with High Net Worth individuals, Len oversees the Strategic Alliance program for Blue Square. In this capacity, he works with accountants, attorneys and other professionals to deliver holistic strategies for Blue Square clients.
Prior to joining Blue Square, Len was a Vice President, Financial Advisor, and Portfolio Manager for the JB Wealth Management Group at UBS. He started working in the financial services industry after a 15-year career as an executive in publishing at the New York Times. Len's mission is to help people achieve and pursue their financial goals with honesty and integrity. He graduated cum laude with a B.S. from the State University of New York at Albany School of Business.
Len lives in Chappaqua, NY with his wife Renee where they raised three children. In his free time Len can be found on the softball field and basketball courts. He’s received numerous accolades for his fast and slow pitch softball prowess.
He has played an active role in his community as both a sports coach and youth volunteer.