LENOX WEALTH - Key Persons
Job Titles:
- AVP, CFP®️ Wealth Strategist
As a Wealth Strategist, Alex works closely with clients leveraging his background in financial planning and portfolio management to help develop and execute strategies designed to meet the long-term financial goals of clients.
Job Titles:
- Member of the Client Service Team
- Wealth Associate
Working with clients collaboratively, Allaire designs financial plans that encompass each family's unique retirement, estate and investment planning needs; bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter.
Allaire earned a Bachelor of Science in Management and Business from Skidmore College where she also played soccer. She started out as an intern in our marketing department and has been a part of our wealth management platform since she graduated. She holds a diploma in financial planning from NYU and in her free-time enjoys reading, running, and practicing yoga.
Job Titles:
- CFP®, CIMA® Wealth Strategist
As a Wealth Strategist, Andrew works closely with clients to design, deliver, and monitor goal-based financial plans tailored to each family's unique retirement, estate, and investment planning needs. Prior to joining Lenox Wealth Advisors, he gained valuable experience in his 5 years with EisnerAmper Wealth Advisors.
In addition to the CERTIFIED FINANCIAL PLANNER™️ and the Certified Investment Management Analyst® designations, Andrew also holds a Bachelor's Degree in Economics from New York University, with a minor in Business at the Leonard N. Stern School of Business, and where he was also a member of the men's Fencing team. In his spare time, he enjoys snowboarding, surfing, and giving back to local New York City communities.
In addition to receiving his Bachelor of Science in Finance from Penn State, Andrew earned the Chartered Financial Analyst® designation during his six-year tenure with AllianceBernstein. A strong believer in supporting those in need, he devotes time to volunteering at the Ronald McDonald House in New York City. He also spends free time honing his organic cooking skills.
Job Titles:
- CAIA® Wealth Strategist
- Wealth Strategist
As a Wealth Strategist, Tony works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of clients.
Tony holds a BSB in Finance from the University of Minnesota Carlson School of Management, an MBA in Finance from the Northwestern University Kellogg School of Management, along with a Chartered Alternative Investment Analyst (CAIA) designation. Tony started his career in finance and investments at Goldman Sachs where he worked in the US Institutional Equities division and was runner-up in the 2002 Chicago office bench press competition.
Job Titles:
- Member of the Client Service Team
- Wealth Associate
As a Wealth Strategist, Chris works closely with clients leveraging his background in portfolio management and investments to help develop and execute strategies designed to meet the long-term financial goals of clients.
After graduating from Colgate University, Chris joined BlackRock where he spent nearly a decade as a portfolio manager of actively managed multi-asset fixed income portfolios with a specialization in tax efficient strategies for institutions, corporations, and high-net worth individuals. Chris lives in New York City and enjoys spending time with his family wherever the weather is warm and fairways are green. He is a life-long lover of New York sports teams, and finds solace wading in streams with his fly rod.
As CIO, David sets the investment philosophy and process for Lenox Wealth Advisors. He brings over 20 years of experience to leading our Investment Committee - overseeing the strategic and tactical asset allocation decisions of each portfolio through changing market cycles. Prior to joining Lenox Wealth Advisors, he served as CIO of Spinnaker Trust and before that, as an analyst at JP Morgan.
David is regularly sought out by the Wall Street Journal and other publications for his insights and commentary on market conditions. He's also a frequent speaker at industry conferences on topics ranging from risk and investment management, to asset allocation strategies and investment portfolio design. He earned his Bachelor of Science in Finance from Northeastern University, an MBA from the University of Chicago, and holds the Chartered Financial Analyst® designation. David resides in Darien, Connecticut with his wife and children. In his spare time, he enjoys running and spending time with his family.
Job Titles:
- Member of the Client Service Team
- Wealth Associate
Job Titles:
- Chief Compliance Officer
- Chief Operating Officer
Greg is responsible for day-to-day management of our operations and business strategy, as well as our compliance program. He's also very active in the due diligence process associated with bringing new advisors to Lenox Wealth Advisors. Greg brings over 17 years of experience to this leadership role, actively involved in overseeing investment strategy, manager due diligence and selection, asset allocation, and investment recommendations. His ultimate focus is on ensuring that each individual and family who works with us receives an exceptional experience.
Greg earned his Bachelor of Arts from Hobart College, where he was also the captain of the hockey team. He's an active supporter of the Juvenile Diabetes Research Foundation, and resides in Fair Haven, NJ where he enjoys golfing, surfing, and spending time with his wife and four sons.
Job Titles:
- Managing Director, Wealth Advisor
John brings more than 16 years of industry expertise in serving the needs of successful individuals, families and business owners to his role as Managing Director. He works diligently as a trusted advisor to our clients, providing the highest level of fiduciary service in helping them manage, grow and preserve their wealth responsibly.
Before joining Lenox Wealth Advisors, John honed his wealth management skills at both Morgan Stanley and Merrill Lynch. He holds a Bachelor of Science in Business and Management from Loyola University's Sellinger School of Business, where he competed for the school's golf team. He lives in New Jersey where he enjoys spending time with his family and friends, as well as giving back to the community and serving local charitable organizations.
Joseph is responsible for on-boarding new clients to Lenox Wealth Advisors, reviewing clients' asset allocations, market/security research, and conducting manager due diligence. His role is to help clients meet their risk and return objectives by maintaining proper asset allocation targets within portfolios. Joseph came to Lenox Wealth Advisors from U.S. Trust, where he built and maintained portfolios for ultra-high net worth clients.
He earned a Bachelor of Arts in Economics from Boston College, and holds the Chartered Financial Analyst® designation.
Job Titles:
- Member of the Client Service Team
- Wealth Associate
Job Titles:
- Member of the Client Service Team
- Wealth Associate
Matt works closely with advisors and clients to ensure every client has a financial plan that delivers on their unique goals and circumstances. By listening closely to his clients, he is able to create and execute on recommendations that allow clients to retire comfortably and leave their desired legacy.
Matt earned a Bachelor of Sciences in Policy Analysis from Indiana University and holds the Certified Financial Planner® designation. Prior to joining Lenox Wealth Advisors, Matt gained valuable experience at several wealth management firms in the Chicagoland area. Matt lives in Chicago with his wife and 2 dogs and is a lifelong Indianapolis sports fan.
Job Titles:
- CFP® Managing Director, Head of Wealth Strategy
Meghan brings more than 15 years of investment industry experience to her role of working with high net worth individuals and families to develop and implement investment strategies and overall financial plans designed to achieve their long-term goals. She oversees the team of Wealth Strategists in our New York office, and also sits on NFP's 401(k) Fiduciary Committee.
She holds a Bachelor of Arts in English Literature from the University of Colorado and earned the Certified Financial Planner® designation. Meghan lives in New Jersey with her husband and three daughters. She enjoys spending time with family and friends, running, and being actively involved in local community organizations.
Job Titles:
- Head of Business Development
- Managing Director
Drawing on 20+ years of extensive experience implementing investment and asset allocation strategies for families and firms with complicated financial structures, Michael specializes in developing customized investment strategies, plans and portfolios for high net-worth investors. He manages a team of Wealth Strategists while also helping to set the investment and asset management strategy and business develpment policies for our firm.
Michael earned his Bachelor of Arts in International Relations from the University of Delaware. He actively supports a variety of charitable organizations including LA Children's Hospital, the ALS Foundation, and Big Brothers Big Sisters of NYC. When not working with clients, Michael enjoys cycling, surfing, cooking, and traveling.
Job Titles:
- Head of Portfolio Management
Nikki works directly with the COO/CCO in reviewing and implementing the overall Lenox Wealth Advisors' business strategy. Nikki is also actively involved in all aspects of trading, reporting, compliance, billing, and systems management to help ensure our client service experience is exceptional. Prior to joining Lenox Wealth Advisors, he served as Director of Operations for Dunbar Capital Management, LLC and in various operational roles at UBS and Morgan Stanley.
Nikki holds a BS in Finance from State University of New York at Oswego, and earned his Master's Degree in Information Management from Stevens Institute of Technology.
Job Titles:
- Chief Executive Officer
- CFP® Chief Executive Officer
Rick earned his Bachelor of Science in Finance from Lehigh University and a Master's in Real Estate Development from New York University. He also holds the Certified Financial Planner® designation. Fueled by a passion for giving back to both the financial services industry as well as his community, Rick serves on the Boards of Covenant House New York, Lehigh University College of Business and Economics, the PGA Foundation, and the Association for Advanced Life Underwriting (AALU). He resides in New York City with his wife of over 20 years and their two daughters.
Working with clients collaboratively, Sam designs financial plans that encompass each family's unique retirement, estate and investment planning needs; bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter.
Simi brings 15 years of experience working with clients and Wealth Advisors to develop, execute, and maintain financial plans that span everything from cash flow planning, retirement and estate planning, to philanthropy, investment planning, and tax mitigation strategies. Prior to joining Lenox Wealth Advisors, Simi honed her wealth management skills at Wells Fargo and BluePointe Capital.
She earned a Bachelor of Science in International Business from San Jose State University and holds the Certified Financial Planner® designation. Simi's deep interest in different cultures and languages has allowed her to travel extensively (35 countries and counting) and fueled her passion for supporting philanthropic causes focused on the developing world, such as the Sankara Eye Foundation, which works to eradicate curable blindness.
Job Titles:
- CFP®, CPWA®️ Wealth Strategist - Director of Education
Tom works extensively with our Wealth Advisors and clients on developing, executing, and maintaining comprehensive financial plans. Drawing on more than 20 years' experience, he strives to ensure that clients' financial assets will fund the retirements they envision and meet their legacy goals with as little risk as possible - even when the unexpected happens.
He earned a Bachelor of Arts in Mathematics and Economics and a Master's in Economics from Fordham University, as well as an MBA in Finance from Columbia Business School. He also holds the Certified Financial Planner® designation. Tom helped organize the MS Great 8, a private foundation that raises awareness and money for the National Multiple Sclerosis Society through annual long-distance bicycle rides. A lifelong Mets fan, his very first job was selling hot dogs at Shea Stadium during the 1986 World Series Mets championship season.