Zach Kriftcher has been at Lenox Advisors since 2013, and was promoted to Managing Director in 2023. Zach specializes in comprehensive estate, insurance, and investment management strategies for his team’s individual clients. He also is responsible for working with corporate clients to structure in-depth employee benefits strategies and executive carve-out programs. Prior to becoming a relationship manager, Zach was part of Lenox’s financial planning team since 2013, servicing the firm’s ultra-high net worth clients on all aspects of their personal planning. Zach sits on the leadership council of PeacePlayers International, a nonprofit using the game of basketball to bridge cultural divides in places of conflict, specifically throughout the Middle East, Cyprus, Northern Ireland, and South Africa. Zach received his Bachelors of Arts degree from Bucknell University in 2013. He holds a FINRA Series 7 license (General Securities Representative), as well as FINRA Series 66 license. He also is New York State Life & Health insurance licensed.
Most recently in 2023, Zach was recognized by Forbes as America's Top Financial Security Professionals.