Leo Tropeano, CPA®, MBA, CGMA®
Investment Advisory Representative
About
Leo has been with Tilson Financial Group for over 25 years, bringing a distinctive blend of financial analysis, tax expertise, and strategic planning to every client relationship. His background in both accounting and business administration gives him the ability to see the full financial picture, not just the portfolio, but the tax landscape, the estate plan, and the long-term wealth strategy that connects them all. Leo is the kind of advisor who digs into the details because he knows that’s where the real value lives.
EXPERIENCE
Leo’s work encompasses financial analysis, comprehensive planning, wealth management, and estate and income tax strategy. His CGMA designation reflects a global management perspective that adds depth to his advisory approach, particularly for clients with complex financial structures or business interests. Leo brings the same disciplined, planning-led methodology to every engagement: understand the full scope of a family’s financial life, build a strategy grounded in sound analysis, and stay close enough to adjust when circumstances change. For clients navigating layered financial decisions, Leo provides the kind of thorough, integrated guidance the firm is known for.
Credentials and Education
Certified Public Accountant (CPA). Chartered Global Management Accountant (CGMA®). Bachelor of Science in Commerce (Accounting). Master of Business Administration. Member, American Institute of Certified Public Accountants and New Jersey State Society of Certified Public Accountants.
Beyond The Office
Leo splits his time between New Jersey and Connecticut, where he lives with his wife and enjoys spending time with his children and grandchildren. Outside of work, he is an avid guitar player and music enthusiast who also plays in a blues‑rock band, as well as enjoying soccer and staying active.
More from the team
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The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.
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