We are pleased to announce the continued growth of our firm with the promotion of David Kates to Partner.

David joined the firm in 2005 as a Relationship Manager in the firm’s New York City office. “With his extensive background, talent and commitment, David has had a significant impact on our firm and our clients,” said Michael Book, Managing Partner of Lenox Advisors. “We are honored to welcome David to the Partner team, and look forward to his expanded influence on the firm while he continues to deliver clients the personalized, expert services on which we pride ourselves.”

With this promotion, David joins a small team of Partners at Lenox Advisors: Michael Book, Gregory Large, Rick Van Benschoten, Thomas Henske, Gregory Olsen, Stefan Greenberg, Steven Serotte, Christina Mantzaris, Jonathan Davis, Brian Large, Paul Ferrante, Darren Gerstenblatt and Paul Karlitz. He will remain exclusively focused on taking great care of his clients.