Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

Financial Planning
Asset Management
Insurance & Risk Management
Employee Benefits
Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.

Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Employee Benefits

Insurance

Investment Management

Risk & Compliance

Lenox Advisors

Lenox Advisors' headquarters in New York, NY, United States

Gregory K. Large

Brian Hunt

Marvine Laurent Cpa

Stephen Seligman

Jane Schroeder

William Basel Cfp® Chfc®

Gil Elmaleh

Don Draudt - Cfp®

Brendan J. Kenny

Megan Oliver

Kevin Lynch

Debhinn Hart-Picariello

Naresh H. Singh

Frank Anzalone

Rob Pykosz

Peter Slesinski

Chfc® Frederick Denitz Casl®, Clu®, Cltc

David Suzzan

Melissa Dziemian

Msol Isabel Velasquez

Irma Ramos-Cuevas

Heather Schieferstein

Eric Yee

Brian Holly

Vincent Trimarco

Sam Toskin

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Gregory K. Large

Brian Kaplan

Chfc® Jonathan Perry Clu® Cltc

Meaghan Price

Marvine Laurent Cpa

Mariam Vashakidze

Ye Sel E. (Ashley)

Matthew Donalds

Courtney Levit

Vincent Trimarco

Brian Holly

Alejandro Reyes

Anne Cuthbert Deastlov (AC)

Kartik Talwar

Eric Yee

Irma Ramos-Cuevas

Msol Isabel Velasquez

Melissa Dziemian

Kristen Burns

David Suzzan

Peter Hyman

Peter Slesinski

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Justin M Carey

Gavi Epstein

Dustin Bussanmas

Naresh H. Singh

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Kevin Lynch

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Brian Book

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Stacey Smith

Eliyel Israel

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Deena Byrne

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Brendan J. Kenny

Janet Fleishman

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Matteo Falcone

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James R. Mason

Ronald Goodman

Stephen Seligman

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