Senior Vice President, Broker Dealer Operations & Solutions
Sam Toskin joined Lenox Advisors as a Senior Vice President, Broker Dealer Operations & Solutions in 2021 in our Stamford office. He previously served Head of Field Support & Society 1851, where he and his teams supported Agency Management, Top Advisors, and Transitioned Experienced Advisors as they deployed Broker/Dealer and RIA solutions to their clients.
Sam studied Economics (B.A.) and Business (B.A.) at the University of Pittsburgh and received his M.B.A. from the University of Hartford. He is FINRA Series 7, 24, 53, 63, & 66 licensed. Outside of work Sam enjoys spending time with his wife and two daughters, enjoying the outdoors, and traveling.