CFP®, ChFC, CLU
Managing Director - New York
Russell Rolnick joined Lenox in 2008 as a Managing Director. He is responsible for working with both high net worth individual clients and corporate clients of the firm. With his individual clients, he specializes in comprehensive estate, retirement, risk management/insurance and wealth management strategies. With his corporate clients, he focuses on providing employee benefits consulting as well as executive carve-out programs for key employees and senior management.
Russell has earned his Certified Financial Planner designation as well as being a Chartered Financial Consultant and Chartered Life Underwriter. He also has a unique perspective on clients’ financial affairs, having practiced as a CPA for 11 years.
For Russell’s complete licensing information click here.