Len joined UBS after a successful career as a senior executive in the telecommunications industry. He melds the perspective shaped by his business experience with his lifelong passion for investments. His mission is to educate his clients in the fundamentals of successful investing, and wealth accumulation, preservation and transfer processes. Drawing upon his financial planning experience, Len seeks to fully understand his client's financial goals in order to develop customized plans to meet their financial objectives. He is a disciplined practitioner of an institutionally based approach

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Bachelor of Arts, Economics, Northwestern University
• Master of Management with Distinction (MBA) Finance, Northwestern University

• Lake Forest-Lake Bluff Rotary Club, Past President

CA, CO, CT, FL, IL, MA, SC, TX, UT, WI