Associate - New York
Vincent Trimarco is an Associate who joined Lenox Advisors in 2012. He is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, he specializes in providing clients with integrated solutions regarding wealth management, insurance, and estate planning. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Vincent spent the beginning of his career at Lenox being mentored by and forming a strong team with Partner, Jonathan Davis. At St. John’s University, he was President of the Sigma Chi Fraternity and finished with his Bachelors of Science degree in Business Management & Finance. He holds a FINRA Series 6 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative).
Vincent is an active volunteer to the Travis Roy Foundation, a foundation dedicated to enhancing the life of spinal cord injury victims and families by providing grants and funding research. During his free time he enjoys playing golf, baseball, and hockey.
For Vincent’s complete licensing information click here.