Leonard A. Marshall, Jr.

Professional Curriculum Vitae “CV”

Email: lmarshall@koptis.com
Phone: 440-526-2525, #110

 

Leonard Allen Marshall Jr., a two-time Super Bowl champion and former New York Giants defensive end, brings the intelligence, discipline, and leadership from his 12-year NFL career to his role as a member of the prestigious firm of The Koptis Organization (TKO), an M Financial Group Member Firm. Born on October 22, 1961, Marshall graduated from Louisiana State University (LSU) with a Bachelor of Arts in Administration and earned an MBA in Business Finance from Seton Hall University. 

Selected 37th overall in the 1983 NFL Draft, Marshall spent ten seasons with the Giants as part of the “Big Blue Wrecking Crew,” amassing 83.5 sacks—ranking third in team history. A three-time Pro Bowl selection and named NFL Defensive Lineman of the Year in 1985 and 1986, he recorded three sacks across Super Bowl XXI and XXV victories under Hall of Fame coach Bill Parcells. His iconic 1991 hit on Joe Montana in the NFC Championship Game solidified his legacy. After retiring at 33, following stints with the New York Jets and Washington Redskins, Marshall transitioned into a dynamic career as an entrepreneur, educator, advocate, and philanthropist. 

At TKO, Marshall dedicates his professional career to helping high-net-worth families, successful business owners, and professional athletes maximize wealth transfer across multiple generations, from the second to the third, and in some cases, the fourth. He has created the Leonard Marshall Waterfall Trust, inspired by John D. Rockefeller’s dynasty trust model, which he implemented to protect his wife, Lisa, and five family members. This structure uses permanent insurance within an irrevocable trust to create a tax-free environment for cash value growth, death benefit proceeds, and flexible distributions, functioning as a “family bank” for education, healthcare, and major life events. 

Marshall’s experience is particularly valuable for professional athletes, who represent the top 1% in their respective sports but often lack specialized knowledge in wealth transfer and asset protection. Drawing on his business acumen and NFL experience, he provides tailored strategies to safeguard their wealth and secure their families’ financial futures. 

A passionate advocate for traumatic brain injury (TBI) awareness, Marshall is a TBI survivor and founding member of the Brain Unity Trust, supporting research, treatment, and long-term care for affected athletes. He actively contributes to the New York Giants Foundation, focusing on health, education, and mental health programs for former players. Through his Leonard Marshall Foundation, he champions education, youth development, and veteran support, while also supporting organizations like the Nat King Cole Foundation. 

With executive experience in real estate, media and health sectors, Marshall leverages his platform as a brand ambassador to inspire others. He applies the same integrity and drive that made him a gridiron legend to empower families and athletes to secure their financial legacies with precision and trust. 

Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328

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