Charlie Cunningham is a Partner and Relationship Manager in the Chicago office of Lenox Advisors and has been with the firm since 2013. He is responsible for working with both corporate and high net worth individual clients of the firm. He specializes in comprehensive wealth management, estate planning, and insurance services for individual clients. Additionally, he helps businesses attract, reward, and retain top level employees through the use of tax efficient techniques typically used by large organizations. His corporate expertise also includes both knowledge and skill in Lenox’s executive carve-out program.
Charlie spent two years with Andersen Consulting before beginning his financial services career at Northwestern Mutual in October 2001. During Charlie’s twelve years with Northwestern Mutual, he built a thriving practice specializing in serving attorneys, consultants, physicians, business owners, and financial service professionals. He graduated from Denison University with a double major in German and Political Science.
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