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Keith Adair

LUTCF - Associate

One California Street Suite 200
San Francisco, CA 94111
4154862193
kadair@lenoxadvisors.com

Frank Anzalone

Managing Director, National Head of Sales & Distribution

90 Park Avenue
New York, NY 10016
2125367740
fanzalone@lenoxadvisors.com

Brian Barron

Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000114
bbarron@lenoxadvisors.com

William Basel

CFP®, ChFC® - Vice President

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268032
wbasel@lenoxadvisors.com

Michael A. Book

CLU®, ChFC®, CLTC - Managing Partner

90 Park Avenue
New York, New York 10016
12125366077
mbook@lenoxadvisors.com

Brian Book

Associate

90 Park Avenue
New York, New York 10016
2125366034
bbook@lenoxadvisors.com

Malcolm Bosse

JD*, MBA, CFP® - Senior Vice President

90 Park Avenue
New York, NY 10016
2125366104
mbosse@lenoxadvisors.com

Kyle W. Boudreau

Associate

90 Park Avenue
New York, NY 10016
2125367747
kboudreau@lenoxadvisors.com

Pete Bouros

Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000115
pbouros@lenoxadvisors.com

Brian Bulger

Vice President

90 Park Avenue
New York, NY 10016
2125367755
bbulger@lenoxadvisors.com

Robert Burger

CLTC - Senior Vice President

90 Park Avenue
New York, NY 10016
2125366119
rburger@lenoxadvisors.com

Charlie Cunningham

CLU® - Partner

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000106
ccunningham@lenoxadvisors.com

Jonathan Davis

CFP® - Partner

90 Park Avenue
New York, NY 10016
2125366167
jdavis@lenoxadvisors.com

Fred Denitz

ChFC®, CLU®, CASL®, CLTC - Senior Vice President

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268043
fdenitz@lenoxadvisors.com

Donald J. Draudt

CLU®, CFP, CAP - Senior Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000110
ddraudt@lenoxadvisors.com

Mark Dundon

Head of Lenox Asset Management

90 Park Avenue
New York, NY 10016
2125368739
mdundon@lenoxadvisors.com

Gil Elmaleh

CLU®, CLTC - Senior Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782208
gelmaleh@lenoxadvisors.com

Deuly Espinal

Associate

90 Park Avenue
New York, NY 10016
2125368762
despinal@lenoxadvisors.com

Gavi Epstein

Vice President

90 Park Avenue
New York, NY 10016
2125366066
gepstein@lenoxadvisors.com

James Farka

Senior Vice President

90 Park Avenue
New York, NY 10016
2125366049
jfarka@fifthavenuefinancial.com

Paul D. Ferrante

Partner

90 Park Avenue
New York, NY 10016
2125366045
pferrante@lenoxadvisors.com

Janet Fleishman

CLTC - Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782220
jfleishman@lenoxadvisors.com

Darren Gerstenblatt

CFP®, CLTC, CFBS - Partner

90 Park Avenue
New York, NY 10016
2125366013
dgerstenblatt@lenoxadvisors.com

Michael Girasole

Senior Vice President, Market Leader

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000111
mgirasole@lenoxadvisors.com

Chase B. Golomb

Senior Vice President

90 Park Avenue
New York, NY 10016
2125368788
cgolomb@lenoxadvisors.com

Ronald Goodman

Vice President

90 Park Avenue
New York, NY 10016
2125366181
rgoodman@lenoxadvisors.com

Huck Green

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268031
hgreen@lenoxadvisors.com

Stefan E. Greenberg

CFP®, CFS, CLTC - Managing Partner

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782250
sgreenberg@lenoxadvisors.com

Ari B. Greenman

ChFC®, CLTC, AAMS - Partner

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782207
agreenman@lenoxadvisors.com

Niccolas Hernandez

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268037
nhernandez@lenoxadvisors.com

Irvin Hu

Vice President

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268034
ihu@lenoxadvisors.com

Brian C. Johnston

Managing Director

90 Park Avenue
New York, NY 10016
2125368723
bjohnston@lenoxadvisors.com

Nicholas Judd

CPA - Vice President

90 Park Avenue
New York, NY 10016
2125367721
njudd@lenoxadvisors.com

Brian Kaplan

CFP® - Senior Vice President

90 Park Avenue
New York, NY 10016
2125367728
bkaplan@lenoxadvisors.com

David Kates

JD*, ChFC®, CLU®, CLTC - Partner

90 Park Avenue
New York, NY 10016
2125366157
dkates@lenoxadvisors.com

Brendan Kenny

CFP® - Senior Vice President

90 Park Avenue
New York, NY 10016
2125367719
bkenny@lenoxadvisors.com

DeWitte T. Kersh III

Vice President

90 Park Avenue
New York, NY 10016
2125366046
dkersh@lenoxadvisors.com

Joseph Kim

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2138020411
jkim@lenoxadvisors.com

Ben Kleinschmidt

Vice President

90 Park Avenue
New York, NY 10016
2125367703
bkleinschmidt@lenoxadvisors.com

Matthew Kogan

Sales Manager

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133353779
mkogan@lenoxadvisors.com

Zachary Kriftcher

Managing Director

90 Park Avenue
New York, NY 10016
2125367750
zkriftcher@lenoxadvisors.com

Jason Krupa

MBA, CIMA® - Vice President, Asset Management

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000147
jkrupa@lenoxadvisors.com

Abbe F. Large

CLTC - Senior Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782203
alarge@lenoxadvisors.com

Gregory K. Large

CLU®, ChFC®, CLTC - President & Chief Operating Officer

90 Park Avenue
New York, NY 10016
2125366085
glarge@lenoxadvisors.com

Brian C. Large

CLTC - Partner

90 Park Avenue
New York, NY 10016
2125367737
blarge@lenoxadvisors.com

Angie LeMar

Partner

90 Park Avenue
New York, NY 10016
2125368722
alemar@lenoxadvisors.com

John P. Lepore

MBA - Vice President

90 Park Avenue
New York, NY 10016
2125366079
jlepore@lenoxadvisors.com

Joshua T. Lieberman

CFP® - Partner

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000130
jlieberman@lenoxadvisors.com

Jennifer Mann

MBA, LUTCF, CLU®, ChFC®, CFP® - Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000107
jmann@lenoxadvisors.com

James Mason

Associate

90 Park Avenue
New York, NY 10016
2125366136
jmason@lenoxadvisors.com

Matthew Mattimore

Senior Vice President

90 Park Avenue
New York, NY 10016
2125367735
mmattimore@lenoxadvisors.com

Scott McCool

Senior Vice President

90 Park Avenue
New York, NY 10016
2125366116
smccool@lenoxadvisors.com

Michael McLaughlin

Associate

90 Park Avenue
New York, NY 10016
2125368727
mmclaughlin@lenoxadvisors.com

John J. Miller

CFP® - Managing Director

90 Park Avenue
New York, NY 10016
2125367720
jmiller@lenoxadvisors.com

Brett Norton

Vice President

90 Park Avenue
New York, NY 10016
2125366038
bnorton@lenoxadvisors.com

Daniel Oh

Senior Vice President, Market Leader

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268033
doh@lenoxadvisors.com

Gregory L. Olsen

CFP®, AIF™ , CLTC - Partner

90 Park Avenue
New York, NY 10016
2125366197
golsen@lenoxadvisors.com

Brian R. Owens

Vice President

90 Park Avenue
New York, NY 10016
2125367748
bowens@lenoxadvisors.com

Todd Parker

ChFC®, CLU®, CLTC - Partner

90 Park Avenue
New York, NY 10016
2125367716
tparker@lenoxadvisors.com

Jonathan Perry

CLU®, ChFC®, CLTC - Senior Vice President

90 Park Avenue
New York, NY 10016
2125366052
jperry@lenoxadvisors.com

Robert Pimpinella

Senior Vice President

90 Park Avenue
New York, NY 10016
2125368725
rpimpinella@lenoxadvisors.com

Jarad T. Plummer

Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000149
jplummer@lenoxadvisors.com

Robert Pykosz

Senior Vice President

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000108
rpykosz@lenoxadvisors.com

Steven D. Randall

CLU®, ChFC® - Senior Vice President, Sales Manager

90 Park Avenue
New York, NY 10016
2125366031
srandall@lenoxadvisors.com

Kyle Rayder

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268041
krayder@lenoxadvisors.com

Michael Ritz

Associate

90 Park Avenue
New York, NY 10016
2125367741
mritz@lenoxadvisors.com

Maribel Rodriguez

Senior Vice President, Advisor Experience

90 Park Avenue
New York, NY 10016
2125367754
mrodriguez@lenoxadvisors.com

Russell Rolnick

CFP®, ChFC®, CLU® - Managing Director

90 Park Avenue
New York, NY 10016
2125366193
rrolnick@lenoxadvisors.com

Jane Schroeder

CLTC - Senior Vice President

4740 Alta Canyada Road
La Canada, CA 91011
8189527009
jschroeder@lenoxadvisors.com

Laura Schroeder

Associate

90 Park Avenue 18th Floor
New York, NY 10016
2132268047
lschroeder@lenoxadvisors.com

Mel Schroeder

Associate

90 Park Avenue 18th Floor
New York, NY 10016
2133353767
mschroeder@lenoxadvisors.com

Gabriel Schulman

Managing Director

90 Park Avenue
New York, NY 10016
2125366055
gschulman@lenoxadvisors.com

Robert Segall

JD, CFS, CLTC - Partner

90 Park Avenue
New York, NY 10016
2125368716
rsegall@lenoxadvisors.com

Stephen M. Seligman

Senior Vice President

90 Park Avenue
New York, NY 10016
2125366139
sseligman@lenoxadvisors.com

Eric Semelka

Managing Director, Head of Corporate Real Estate

90 Park Avenue
New York, NY 10016
2125366137
esemelka@lenoxadvisors.com

Matthew Sendach

ChFC®, CLU® - Managing Director

90 Park Avenue
New York, NY 10016
2125366024
msendach@lenoxadvisors.com

Steven R. Serotte

ChFC®, CLU®, CLTC - Partner

One California Street Suite 200
San Francisco, CA 94111
4154862181
sserotte@lenoxadvisors.com

Michael J. Shean

CLU - Partner

One North Franklin Street Suite 3330
Chicago, IL 60606
3126000109
mshean@lenoxadvisors.com

Richard Singer

JD* - Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782210
rsinger@lenoxadvisors.com

Naresh H. Singh

CISSP® - Managing Director, Head of Information Technology

90 Park Avenue
New York, NY 10016
2125368773
nsingh@lenoxadvisors.com

Peter Slesinski

Senior Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782202
pslesinski@lenoxadvisors.com

Alan Streiter

Vice President

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782205
astreiter@lenoxadvisors.com

Gregory Sullivan

Senior Vice President, Advisor Development

90 Park Avenue
New York, NY 10016
2125366047
gsullivan@lenoxadvisors.com

Albert Sung

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133353769
asung@lenoxadvisors.com

David Suzzan

Senior Vice President

90 Park Avenue
New York, NY 10016
2125367749
dsuzzan@lenoxadvisors.com

Britt A. Szostak

CFP® - Partner

90 Park Avenue
New York, NY 10016
2125367743
bszostak@lenoxadvisors.com

Sam Toskin

Senior Vice President, Broker Dealer Operations & Solutions

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 6901
2039782219
stoskin@lenoxadvisors.com

Vincent Trimarco

Senior Vice President

90 Park Avenue
New York, NY 10016
2125368799
vtrimarco@lenoxadvisors.com

Kristi Vassak

Partner, Business and Strategic Solutions

90 Park Avenue
New York, NY 10016
2125366096
kvassak@lenoxadvisors.com

Edgar F. Whitmore III

CLU®, ChFC®, CFBS - Partner

444 S. Flower Street Suite 4200
Los Angeles, California 90071
2138020401
ewhitmore@lenoxadvisors.com

Robert Hartnett

CFP®, CLU®, ChFC® - Managing Director

90 Park Avenue
New York, NY 10013
2125366070
rhartnett@lenoxadvisors.com

Christopher Bertinelli

Vice President, Asset Management

90 Park Avenue
New York, NY 10016
2125368738
CBertinelli@lenoxadvisors.com

Carter Moebius

Assistant Vice President, Asset Manager

90 Park Ave
New York, NY 10016
2138020415
cmoebius@lenoxadvisors.com

Nikita Fidelia

Associate

90 Park Avenue
New York, NY 10016
2125367705
nfidelia@lenoxadvisors.com

Miguel Valdes

Associate

90 Park Avenue, 18th Floor
New York, NY 10016
2125366033
mvaldes@lenoxadvisors.com

Marvine Laurent

Senior Vice President of Finance and Operations

90 Park Ave, 18th Floor
New York, NY 10016
2125368741
mlaurent@lenoxadvisors.com

Jessica Castellano

Director, Sales Recruitment

90 Park Ave, 18 Floor
New York, NY 10016
2125368701
jcastellano@lenoxadvisors.com

Steven Dauglash

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133356086
sdauglash@lenoxadvisors.com

Jake Ciancio

Associate

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 06901
2039782217
jciancio@lenoxadvisors.com

Matteo Falcone

Associate

90 Park Avenue
New York, NY 10016
2125367734
mfalcone@lenoxadvisors.com

Peter Hyman

Associate

90 Park Avenue, 18th Floor
New York, NY 10016
2125366069
phyman@lenoxadvisors.com

Daniel Calbo

Associate

90 Park Avenue 18 Floor
New York, NY 10016
2038159642
dcalbo@lenoxadvisors.com

Gabrielle Bentze

Associate

90 Park Avenue, 18th Floor
New York, NY 10016
2125368707
gbentze@lenoxadvisors.com

Jeffrey Edwards

Senior Vice President

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133353772
jedwards@lenoxadvisors.com

Maximilian Mediavilla

Associate

90 Park Avenue, 18th Floor
New York, NY 10016
2125367738
mmediavilla@lenoxadvisors.com

Matt Donalds

Vice President

90 Park Avenue, 18th Floor
New York, NY 10016
2125368782
mdonalds@lenoxadvisors.com

Michael Equi

Associate

90 Park Avenue, 18th Floor
New York, NY 10016
2125366149
mequi@lenoxadvisors.com

Arthur Akopyan

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133353770
aakopyan@lenoxadvisors.com

Tyler An

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2137846098
tan@lenoxadvisors.com

James Reding

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2133353787
jreding@lenoxadvisors.com

Christian Messina

Senior Vice President

90 Park Avenue 18th Floor
New York, NY 10016
9294651162
cmessina@lenoxadvisors.com

Katherine Pham

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
kpham@lenoxadvisors.com

Shane Haggerty

Associate

281 Tresser Boulevard Suite 1004
Stamford, CT 06901
2039782212
shaggerty@lenoxadvisors.com

Jake Seeherman

Associate

90 Park Avenue 18th Floor
New York, NY 10016
2125368734
jseeherman@lenoxadvisors.com

Justin Carey

Associate

281 Tresser Boulevard Suite 1004
Stamford, CT 06901
2039782223
jcarey@lenoxadvisors.com

Benjamin LaRaus

Associate

Two Stamford Plaza 281 Tresser Boulevard Suite 1004
Stamford, CT 06901
2039782269
blaraus@lenoxadvisors.com

Nataly Sogoloff

Senior Vice President, Human Resources &Talent

90 Park Avenue 18th Floor
New York, NY 10016
nataly.sogoloff@nfp.com

Hyojoo Ryu

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2132268045
hryu@lenoxadvisors.com

Woojin Shin

Associate

One California Street Suite 200
San Francisco, CA 94111
4154862183
wshin@lenoxadvisors.com

Guillermo Castro-Aguirre

Associate

444 South Flower Street Suite 4200
Los Angeles, CA 90071
2133353768
gcastroaguirre@lenoxadvisors.com

Khary Cuffe

Associate

444 S. Flower Street Suite 4200
Los Angeles, CA 90071
2137846091
kcuffe@lenoxadvisors.com

Mark Testa

Associate

90 Park Avenue 18th Floor
New York, NY 10016
2125367742
mtesta@lenoxadvisors.com

Samuel Johnson

Associate

1 North Franklin Street Suite 3330
Chicago, IL 60606
3126000124
sjohnson@lenoxadvisors.com

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