Scott Hartzman

Scott Hartzman serves as an Investment Advisor Representative at Lebenthal Financial Services, Inc., a role he assumed in 2021. In this capacity, he works closely with clients to develop thoughtful, results-driven financial strategies, drawing on both analytical insight and a deep understanding of market dynamics.

Prior to joining Lebenthal Financial Services, Scott was with Lebenthal Global Advisors, LLC. in Hauppauge, New York, from July 2017 through October 2021. During this time, he distinguished himself through his innovative approach to strategy and operations, most notably by spearheading initiatives that reduced marketing campaign costs by more than 75%. This achievement reflects his commitment to efficiency, disciplined execution, and maximizing return on investment for the organizations and clients he serves.

Scott holds a Bachelor of Science degree in Business Management and Marketing from Long Island University. Complementing his academic foundation, his entrepreneurial background has equipped him with a practical, solutions-oriented mindset and a strong sense of adaptability. He is known for his ability to bridge theory and real-world application, delivering strategies that are both insightful and actionable.

With a focus on building lasting relationships and delivering measurable results, Scott brings a forward-thinking perspective and a client-first approach to every engagement.