March 11, 2019, New York, NY – Lenox Advisors, Inc., an NFP company, today announced that two of its senior members, Charlie Cunningham and Kristi Vassak, have been promoted to Partner.
“In the time that Charlie and Kristi have been part of our team, they have consistently excelled in their roles and have contributed to the firm’s overall growth, investment in people and expert knowledge. We are pleased to welcome them into the partnership and look forward to their futures with us,” said Michael Book, Managing Partner of Lenox Advisors.
Cunningham joined Lenox Advisors in 2013. He brings over 18 years of experience to the company and his clients. Throughout his successful career, Cunningham has consistently demonstrated an unmatched devotion to his clients, taking the time establish personal connections and fully understand their wealth planning needs.
Vassak joined Lenox Advisors in 2005. She leads the Business and Strategic Solutions division, which develops and implements strategies to support innovation and operational excellence. Vassak also oversees the Client Service team, which is responsible for cultivating the standards that enable Lenox’s superior client service. As part of Lenox’s parent company, NFP, Kristi guides the NFP Life Innovation Group to organize current technology inventory and methodically evaluate insurtech solutions.