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  • Latest Insights
    Charlie Cunningham and Kristi Vassak Named Partners at Lenox Advisors

    Charlie Cunningham and Kristi Vassak Named Partners at Lenox Advisors

    In the News

    March 11, 2019

    Lenox Advisors is pleased to announce that two of our senior members, Charlie Cunningham, and Kristi Vassak, have been promoted to Partner. "In the time that Charlie and Kristi have been part of the team, they have consistently excelled; they’ve contributed to the firm's growth, investment in people, and expert knowledge. We are very pleased to welcome them into the partnership and look forward to the future,” said Michael Book, Managing Partner of Lenox Advisors.

    Charlie Cunningham joined Lenox Advisors in 2013 and brings over 18 years of experience to the company and his clients. Throughout his successful career, Charlie has consistently demonstrated an unmatched devotion to his clients, taking the time to know them personally and fully understand their wealth planning needs.

    Kristi Vassak joined Lenox Advisors in 2005. She leads our Business and Strategic Solutions division, which develops and implements strategies to support innovation and operational excellence. Kristi also oversees our Client Service team who cultivate standards that enable Lenox’s superior client service. As part of our parent company, NFP, Kristi guides the NFP Life Innovation Group to organize our current technology inventory and methodically evaluate Insure-tech solutions.

     

    Lear more about our new partners below

    Kristi Vassak

    Charles Cunningham 

     

    Read the PR Newswire article here

    Read More