Leo believes moxie can benefit from solid financial planning and a long-term approach. Taking risks feels less risky when you know your big picture and are clear about your life and fiscal priorities.
In this episode, Leo shares his financial planning, entrepreneurial, and life philosophy, all of which can be traced back to working in his parents’ hardware store in Jim Thorpe, Pennsylvania.
Leo always knew he wanted to be in business for himself. He began his professional career in public accounting with Coopers & Lybrand. Gradually, his focus narrowed to personal financial planning, and along the way, he accumulated the credentials of CPA, CFA, and CFP®.
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, where he is co-founder and managing partner.
Leo has served as an instructor in portfolio management at the New York Institute of Finance, has been a member of the Board of Governors at the University of Scranton Alumni Society, and has been a member of the AICPA Investment Committee and The Greenwich Roundtable. Barron’s magazine has recognized Leo as one of the country’s Top 100 Independent Investment Advisors.