Hal Levenson, Founder and Chief Visionary Officer

Hal Levenson is the founder of Trilogy Partners, LLC and serves as the Chief Visionary Officer. He leverages his skills in collaboration, partnering, trust building and deep business acumen in order to create personal and business transformation in our clients. These unique capabilities help clients build value in their business, while achieving financial security and peace of mind.

A graduate of Indiana University of Pennsylvania, Hal started his career in public accounting at Ernst & Young (formerly Ernst & Whinney) over 25 years ago. Hal then worked as an Account Executive at NCR Corporation, where he repeatedly was in the top 5% of nationwide performance. He founded CPA firm Levenson & Burness in 1987 and later merged with LFL Veritas, LLC. In addition, Hal has also owned and invested in a multitude of other companies in various industries from technology to retail.

Always demonstrating a strong interest in civil and community affairs, he has been active in a number of organizations, including Board of Directors & President of the Trenton Rotary Club, Pearl S. Buck International, Capital Health Systems, American Institute of Certified Public Accountants (AICPA), and Board member and co-founder of Goss & Goss Boxing Center, Inc. Most recently, Hal founded and serves as president of the Small Business Mentorship Initiative (SBMI), whose mission is to instill hope, success, and independence to small business owners by providing mentorship and education.