Gavi Epstein is a Vice President who joined the Lenox team in 2020. He is responsible for working with both the firm’s corporate and high net worth individual clients. Along with a team of professionals, Gavi offers guidance to his clients to help them reach their financial goals. Gavi can provide comprehensive financial strategies and/or focus on one specific area of need. Many of his clients consist of business owners, doctors, attorneys and real estate investors.
Gavi comes to Lenox with a unique background and life experience. He raced as a professional cyclist and held managerial positions within the organizations he raced for. During the same period, along with his wife, created an ecommerce business in the bicycle industry. He brings with him the knowledge and experience of being a successful entrepreneur, how important the mitigation of risk can be and the understanding of the needs of clients looking for financial stability in both their risk and asset management. Gavi has now come full circle and become the third generation in his family to join the financial advising industry.
A resident of Norwood, NJ, Gavi can still be found out riding in northern Bergen and Rockland counties with both his wife and son