CFP®, CLTC, CFBS
Partner - New York
Darren Gerstenblatt is a Partner and Relationship Manager who has been with Lenox Advisors since 2005. Darren is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, he specializes in comprehensive estate, insurance and wealth management strategies. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Darren previously worked for Strategies for Wealth, and was an equity trader for Chimera Capital. Throughout his career, he has earned his Certified Financial Planner (CFP®) designation as well as his Certified Family Business Specialist (CFBS) designation and is certified in Long Term Care (CLTC). Additionally, he also holds FINRA Series 7 and 66 Registration. He graduated from the University of Michigan in 2000.
For Darren’s complete licensing information click here.