Jacob Hartz is an Associate who joined Lenox Advisors in 2016. He is responsible for working with both corporate and high net worth individual clients of the firm. Jacob specializes in providing his individual clients with integrated estate planning and insurance solutions. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Prior to joining Lenox, Jacob worked as an Associate at GVW Group LLC, a private equity company in Highland Park, Illinois. Jacob received his B.A. in Classical Languages and French from Yeshiva University. He went on to receive his J.D. from the Benjamin N. Cardozo Law School, where he studied Trusts & Estates and Federal Taxation.
Jacob resides in Chicago’s Lakeview neighborhood with his wife and son. During his free time he enjoys playing squash and racquetball, and spending his time with his family.
For Jacob’s complete licensing information click here.