Malcolm Bosse

JD*, MBA, CFP® - Managing Director

Malcolm Bosse is a Managing Director who joined Lenox Advisors in 2016 who is responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, Malcolm specializes in helping them make well-informed financial decisions 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. Malcolm started his career as an analyst in Morgan Stanley’s Asset Management Strategic Solution Group and then moved on as an Investment Banker at Bank of America and later at Merrill Lynch. In 2008 he started his own independent investment management firm and ran his own investment strategy for four years before joining Northwestern Mutual as a financial representative. He graduated from Lafayette College, where he received a BA in History and French. He then received his MBA from NYU Stern and his JD from Fordham University School of Law. In his free time Malcolm enjoys tennis, political discussions, and traveling. He is also a member of the Manhattan Institute of Policy Research. He lives in Manhattan with his wife Kinga and son Axel.

Most recently in 2023, Malcolm was recognized by Forbes as America's Top Financial Security Professionals.