Associate - San Francisco
Keith Adair is an Associate who has been with Lenox Advisors since 2012. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, Keith specializes in comprehensive estate, insurance and wealth management strategies. He also works with corporate clients structuring in-depth employee benefits strategies and executive carve-out programs.
Keith spent the beginning of his career with John Hancock Financial Network, and holds a Bachelor of Science Degree from Saint Mary’s College of California. He is married to his college sweetheart Elena, and they have a son Daniel.
For Keith’s complete licensing information click here.