Stefan Greenberg is a Partner and Relationship Manager who has been with Lenox Advisors since 2005. Stefan is responsible for working with both corporate and high net worth individual clients of the firm. He specializes in comprehensive financial planning, wealth management, estate planning, and insurance services for individual clients. Additionally, he helps businesses attract, reward, and retain top level employees through the use of tax efficient techniques. His corporate expertise also includes both knowledge and skill in Lenox’s executive carve-out program.
Stefan is also responsible for the growth of Lenox’s Stamford, CT office through his efforts in recruiting, sales management, training, and coaching.
Stefan previously worked for Cowan Financial Group, as a Managing Director for 11 years. Throughout his career, he has earned his Certified Financial Planner (CFP®) designation as well as his Certified Fund Specialist (CFS) designation and is certified in Long Term Care (CLTC). Additionally, he also holds FINRA Series 6, 7, and 63 Registration. He graduated from Cornell University in 1993 and was Captain of the Men’s Soccer team.
Stefan volunteers much of his time, as well. He serves as a Chair for the Agent Advisors Association (AAX) with Mass Mutual, Board Member of Cornell Alumni Advisory Board (CAAB), President of the Cornell Men’s Alumni Soccer Association, Board Member for Maccabi USA and Board Member of Street Soccer USA (NY Chapter). He is also an avid golf and is a member at Woodway Country Club in Darien CT. He is married to Regine and they have two sons: Tiago and Luca.