Greg Large is a founding member of Lenox Advisors, and currently serves as President and Chief Operating Officer. Since its inception in 1999, Greg has focused on building a client-centric wealth management platform to service and care for Lenox clients across the country. His primary role today is centered on the strategic growth of Lenox Advisors, including the integration of evolving technology, strategic partnerships, and the expansion of the Lenox capabilities suite and national footprint. Greg has over 20 years of experience providing insurance, financial and wealth management services, as well as corporate services and business development.
Prior to founding Lenox, he spent eight years at Cowan Financial Group. Greg earned a Bachelor of Science degree from Penn State University. He also holds professional designations as a Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®), as well as certification in Long Term Care (CLTC). Greg has been extensively quoted in the financial press including The Wall Street Journal, Advisor Today, Registered Rep and has appeared on Bloomberg Television In 2016, Greg achieved the NAIFA Quality Award – Life Insurance and Annuities qualification. In 2021, Greg was named among the inaugural list of Forbes Top Financial Security Professionals.
Most recently, Greg received recognition as Forbes #1Top Financial Security Professional in New York State, as well as #2 of Forbes Top Financial Security Professional of 2023 nationally. This is a repeat honor for Greg as he was recognized in 2022 as well.