Vice President - New York
Jeff Feinstein is a Vice President who joined Lenox Advisors in 2014. He provides independent advice to both private clients seeking wealth management resources, and to corporate clients requiring benefits management. His vast knowledge and experience help him provide clients with comprehensive, holistic guidance across a broad spectrum of investment, allocation, and risk management, as well as tax, retirement and estate planning services. Jeff specializes in educating his clients on generational planning and gifting as well as wealth distribution. He holds his FINRA Series 7 and Series 66 registrations, is life and health insurance licensed in several states, and is licensed for securities transactions.
Jeff earned his Bachelor’s degree in business from George Washington University School of Business, and his MBA from New York University’s Stern School of Business, giving him the technical skills, business acumen and extensive networks of two highly regarded universities. After graduate school, Jeff begin his career working as a sports agent for SFX Baseball Group (now ISE Worldwide), one of the country’s premier baseball agencies.
Jeff has been mentioned in various media outlets in the wealth management industry, including Forbes, US News, HudsonMOD, Newsweek and Crain’s New York Business. He has also appeared on many speaker panels at various universities including NYU Stern School of Business and GWU School of Business. Jeff makes a conscious effort to give back to both the financial industry as well as his very own community. Accordingly, he volunteers his time with:
- United Jewish Appeal – Federation of Jewish Philanthropies of New York, Inc. (UJA)
- Israel Association of Baseball
- Covenant House
A resident of Manhattan, Jeff spends days when he’s not in the office with his wife Alexandra and young daughter Gemma, as well as the family dog Hank. He enjoys playing a good game of golf or squash, as well as traveling with the family and rooting for his GW collegiate basketball program.
For Jeff’s complete licensing information click here.