Joshua T. Lieberman

CFP®, CLU®

Managing Director - Chicago

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Joshua Lieberman joined Lenox Advisors in 2015 as a Managing Director in the Chicago office, and is responsible for working with both corporate and high net worth clients. Josh and the Lenox team specialize in comprehensive estate, insurance and wealth management strategies for individuals and families. In addition, Josh has extensive experience structuring in-depth employee benefits strategies and executive carve-out programs for corporate clients. With over ten years as a Financial Advisor, Josh is committed to the financial security and well-being of his clients.

Josh graduated from Indiana University and lives in Chicago with his wife, Andrea. He is passionate about golf, and enjoys spending his free time on the course.

For Joshua’s complete licensing information click here.