Associate - New York
Sara Trencher is an Associate at Lenox Advisors who joined the firm in 2017. She is responsible for working with both corporate and high net worth individual clients of the firm. With her individual clients, Sara specializes in helping clients make well-informed financial decisions regarding wealth management, insurance and estate planning. Sara also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
She has previous financial service experience working with respected names such as, Baron Funds, Fidelity Investments and Dominick & Dominick. She received her Bachelor’s degree from Yeshiva University and holds a FINRA Series 7 and 66 Registration.
Sara currently lives in New York City with her husband. During her spare time she enjoys billiards, football, cooking and photography
For Sara’s complete licensing information click here.