Vice President - Chicago
Steve Koh joined Lenox Advisors in 2015 as a Vice President. As a Vice President Relationship Manager, he works closely with his clients to stress the importance of planning early and implementing a strategy in order to achieve their long term financial goals and objectives. Steve is responsible for working with both corporate and high net worth individual clients of the firm. He specializes in helping his clients make well-informed financial decisions regarding wealth management, insurance and estate planning.
Steve has spent over ten years in the financial services industry, most recently at Guggenheim Partners as a Securitized Products Sales Trader. He attended the United States Military Academy at West Point and attained a B.S. in American Legal Studies. He served in the US Army Europe as a captain in the Field Artillery. He then attended Northwestern University Kellogg School of Management to receive his MBA in Finance. He holds a FINRA Series 7 and 63.
In his spare time, Stephen enjoys spending time with his wife and four children.
For Steve’s complete licensing information click here.