Gregory L. Olsen

CFP®, AIF™ , CLTC

Partner

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Greg Olsen is a Partner at Lenox Advisors, bringing over 25 years of financial services experience to each relationship. The skill and knowledge gained over these years allowed him to offer financial, investment, estate planning and comprehensive corporate benefit planning to his clients.

Greg graduated from Binghamton University and became an associate at Cowan Financial Group in 1991. He earned his Certified Financial Planner (CFP) designation in 1998, Certified Long Term Care specialist certification (CLTC) in 2005 and Accredited Investment Fiduciary designation (AIF) in 2011.

Greg has made over 50 appearances on national television including; CNN, CNBC, Bloomberg and FOXBusiness news and he is often quoted in the Wall Street Journal, Barron’s and Investment News.In each of the last five years, Greg has been the number one ranked registered representative for MML Investors Services and has been named to MassMutual’s prestigious Chairman’s Club four times.

In addition to being a member of the Lenox Advisors investment committee, Greg is also the president of the Lenox Foundation which over the last two years has raised over $400,000 and volunteered more than 1000 man hours for Covenant House and other NYC-based charities. Outside of Lenox, Greg is also president of the board of Star Track, the largest youth cycling organization in the country.

For the last 15 years, Greg has been an avid cyclist. In 2010, he earned his USA Cycling Category 1 upgrade and is the former New York State Masters champion in the criterium, time trial, and track disciplines. Greg and his family live on the Upper West Side of Manhattan, though they can be often found at their weekend home in the Berkshires.

*Estate planning services are provided working together with your estate planning attorney, tax attorney or CPA. Consult them for advice on specific legal or tax matters.
California Insurance License: 0D81159