ChFC®, CLTC, AAMS
Managing Director - New York
Ari Greenman is a Managing Director who has been with Lenox Advisors since 2007. He is responsible for working with both corporate and high net worth individual clients of the firm, and specializes in comprehensive estate insurance, asset allocation, and wealth management strategies. Additionally, he works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Prior to joining Lenox, Ari was a Managing Director at the Wealth Advisory Group, and worked for Datamonitor, a market research company. He graduated with a bachelor’s degree in Economics and Psychology from the University of Pennsylvania. His Professional designations include Chartered Financial Consultant (ChFC®) from the American College, Accredited Asset Management Specialist (AAMS) from the College for Financial Planning and is certified in Long Term Care (CLTC). Ari also holds FINRA Series 7 and 66 Registrations and is Life & Health insurance licensed in several states.
For Ari’s complete licensing information click here.