Brian Kaplan

Senior Vice President - New York

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Brian Kaplan is a Senior Vice President who has been with Lenox Advisors since 2009. He is responsible for working with both corporate clients –where he structures in-depth employee benefits and executive carve-out programs, and high net worth individual clients –where he provides comprehensive estate, insurance, and wealth management strategies.

Prior to joining Lenox, Brian worked at J.P. Morgan. He holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative). He graduated from Fairleigh Dickinson University in 2003.

For Brian’s complete licensing information click here.