About Kathleen

Kathy Lens provides tax and business advisory services to closely-held entrepreneurial businesses and their owners. Her diverse client base spans a variety of industries including manufacturing, distribution, and service industries.

Her expertise extends to the Marcum Family Office Group and High Net Worth Individuals Practice Group. She successfully advises the management team of closely-held and family-owned businesses with their day-to-day operations, succession matters, exit strategies, financial growth, and estate and personal financial planning.

Kathy assists clients with complex transactions that often involve understanding and analyzing profitability and costs, effective management reporting, and tax and business planning.

She actively participates in business and community organizations. She is involved with various growing companies and serves on business advisory boards.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Forum of Executive Women
  • Martins Run, Board of Trustees, Past President
  • Jewish Federation of Greater Philadelphia, Finance Committee

Industry Focus

Closely-Held Businesses
Family Owned Businesses
High-Net-Worth Individuals


Bachelor of Science, Economics
The Wharton School – University of Pennsylvania