CLU, ChFC, CLTC
Greg Large is a Managing Partner and founding member of Lenox Advisors. Since its inception in 1999, Greg has focused on building a client-centric wealth management platform to service and care for Lenox clients across the country. His primary role today is centered on the strategic growth of Lenox Advisors, including the integration of evolving technology, strategic partnerships, and the expansion of the Lenox capabilities suite and national footprint.
Greg has over 20 years of experience providing insurance, financial and wealth management services, as well as corporate services and business development. Prior to founding Lenox, Greg spent eight years at Cowan Financial Group. He has been extensively quoted in the financial press including The Wall Street Journal, Advisor Today and Registered Rep. He has also appeared on Bloomberg Television.
Greg earned a Bachelor of Science degree from Penn State University. He also holds professional designations as a Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®), as well as certification in Long Term Care (CLTC). In 2016, Greg achieved the NAIFA Quality Award – Life Insurance and Annuities qualification.
For Greg’s complete licensing information, click here.