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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Les Vasvari, CFA, CMT
Chief Investment Officer
SAX Wealth Advisors
Expertise: Investment Strategy, Wealth Management
New York, NY | 212.251.2370 | lvasvari@saxwa.com
Education
- B.S., Economics (International Business Concentration) – Pennsylvania State University
About
Les is the Chief Investment Officer at SAX Wealth Advisors, where he leads the firm’s investment strategy, research, and portfolio management efforts. With a focus on delivering data-driven investment solutions, he blends fundamental, quantitative, and technical analyses to manage multi-asset class portfolios that align with clients’ goals and risk profiles.
Les brings extensive experience in portfolio management and investment research, with a track record of developing asset allocation frameworks and equity strategies that seek to optimize performance and risk-management dynamics. His work enhances the firm’s ability to provide forward-thinking, personalized investment guidance to individuals and institutions alike.
In his role, Les is also focused on expanding SAX’s investment infrastructure, streamlining operations, and driving innovation across the advisory platform.
He holds both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Community
- Member, CFA Society New York
- Co-Chair, Investment Strategy Roundtable – CFA Society New York