Gregory L. Olsen, CFP^®, AIF™, CLTC

Greg Olsen is one of the original Partners at Lenox Advisors, bringing 35 years of financial services experience to each relationship and is currently one of two Principals with the firm. The skill and knowledge gained over these years allow him to offer comprehensive financial, investment, estate planning, and corporate benefit planning to his clients.

Greg graduated from Binghamton University and became an associate at Cowan Financial Group in 1991. He earned his Certified Financial Planner® (CFP®) designation in 1998, his Certified Long-Term Care Specialist® certification (CLTC®) in 2005, and his Accredited Investment Fiduciary® designation (AIF®) in 2011. Greg has made over 50 appearances on national television including CNN, CNBC, Bloomberg, and FOX Business News. He is often quoted in the Wall Street Journal, Barron’s, and Investment News and has written articles for Kiplinger’s Personal Finance.

Greg has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as an Advisor Product Leader (Wealth Management) nine times* and has been named to MassMutual’s prestigious Chairman’s Club* seven times. Most recently, Greg was again recognized by Forbes as one of America's Top Financial Security Professionals Best-In-State**. In addition to being a member of the Lenox Advisors investment committee, Greg is the president of the Lenox Foundation which since its inception has raised over $1,000,000 and volunteered more than 2,000 people hours for NYC-based charities.

Outside of Lenox, Greg is also president of the board of Star Track Cycling, the largest youth cycling organization in the country where he is responsible for fundraising much of their $500,000/year annual budget and chairs Star Track's annual gala each year. Greg is an avid cyclist. In 2010, he earned his USA Cycling Category 1 upgrade and is the former New York State Masters champion in the criterium, time trial, and track disciplines. Greg and his wife live in The Berkshires and Pompano Beach, Florida.

*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.

**Best in State Wealth Advisors ranking was issued by Forbes on July 10, 2025, based on data as of December 31, 2024. The ranking was developed by SHOOK Research based on in‑person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. [Compensation was paid for use of marketing materials.] For more information, visit www.forbes.com.