Alan Streiter is a Vice President who has been with the Lenox Advisors team since 2011. He is responsible for working with both high net worth individual and corporate clients of the firm. With his individual clients, Alan specializes in a broad range of estate and insurance planning, asset allocation and wealth management strategies. With his corporate clients, he specializes in structuring strategic employee benefits as well as executive carve-out programs for key employees and senior management.
Alan joined Lenox Advisors after a 20 year career on Wall Street as an Investment Banker and award winning Research Analyst. Alan worked extensively with small and medium sized businesses throughout the US. He also spent time in Dubai developing both hedge fund and private equity relationships. Alan’s professional designations include Certified in Long Term Care (CLTC), and he holds FINRA 7, 24, 63 and 66 Registrations. He is licensed for Life and Health Insurance in NY, CT, NJ and other states throughout the country. Alan graduated with a BBA degree from the University of Michigan and an MBA from New York University.
For Alan’s complete licensing information click here.