Leo is a Partner at Sax and joined the firm in the 2022 acquisition of David Weiss CPA, PLLC, where he was named Partner and played an integral role in the firm’s rapid growth and success. He has more than 20 years of experience in the financial industry and is passionate about guiding clients to meet their goals and objectives, and helping businesses thrive. He specializes in high-net-worth tax compliance and advises on best business practices. He has a vast working knowledge of hedge fund, private equity, as well as small business entrepreneurship.

Leo is a NYS Certified Public Accountant and holds a Life and Health Insurance License. He enjoys spending time with his wife and three children, is an avid outdoorsman and is a life-long hockey player.