Leo Marzen

Leo Marzen is Managing Partner and co-founder of Bridgewater Advisors Inc., an independent wealth advisory firm based in New York, NY. Since its founding in 1992, he has led the firm in delivering customized financial planning and portfolio management services, with a strong emphasis on personal client relationships and fiduciary integrity. His current responsibilities include guiding the firm's strategic direction, overseeing investment advisory operations, and providing tailored financial solutions to clients ranging from individuals to families and non-profits.

Leo holds several professional credentials, including CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), and CFP® (Certified Financial Planner), reflecting his deep expertise in accounting, investment analysis, and wealth management. His investment focus spans multi-asset portfolios covering equities, fixed income, alternative investments, and retirement planning, with a particular emphasis on holistic wealth management and tax-efficient strategies. Leo has also contributed to industry best practices as an instructor in portfolio management at the New York Institute of Finance.

Previously, Leo served as a Supervisor at Coopers & Lybrand (now PwC), gaining foundational experience in accounting and auditing. He earned his B.S. in Accounting from the University of Scranton and attended Marian High School. Throughout his career, Leo has been recognized for his commitment to comprehensive financial advice and for building a client-centric advisory model at Bridgewater Advisors Inc.