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Lenox Advisors
Lenox Advisors provides custom solutions for high net-worth individuals. It operates a client-centric wealth management platform serving clients across the...
Overview
Lenox Advisors provides custom solutions for high net-worth individuals. It operates a client-centric wealth management platform serving clients across the country, with services including comprehensive financial planning, wealth management, estate planning, insurance, and executive benefits for businesses.
General information
Firm type
Generalist
Year founded
2001
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Additional offices
Stamford, CT, United States · Chicago, IL, United States
Principals
Gregory Large
Managing Director
John Amato
Managing Director
Sector focus
Frequently asked questions
How does Lenox Advisors generate its wealth management clients?
The primary client-acquisition engine is its institutional employee-benefits and retirement-plan advisory business. Lenox advises corporations on 401(k) and nonqualified deferred compensation plans, which creates direct advisory relationships with senior executives and business owners — many of whom later become private wealth management clients.
What is Lenox Advisors' relationship with MassMutual?
MassMutual is a strategic partner and a key platform provider for Lenox. The firm operates through MassMutual's broker-dealer and RIA infrastructure, and MassMutual is the primary carrier for the insurance products that Lenox places alongside its investment advisory services.
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