We are excited to announce the promotion of Russell Rolnick, Matthew Sendach, and Zachary Kriftcher to Partner. Each has distinguished themself through exemplary leadership, superior client service, and deep expertise, reflecting the client‑first mindset at the core of our firm’s growth.
Russell Rolnick joined Lenox Advisors nearly 20 years ago, and serves high-net-worth individuals and corporate clients with a focus on estate planning, retirement strategies, risk management, wealth management, and employee benefits consulting, including executive carve-out programs. He holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC® ), and Chartered Life Underwriter (CLU®) designations and practiced as a CPA for 11 years.
“Since joining Lenox as one of our first experienced recruits, Russell has consistently demonstrated the professionalism and values-driven approach that define our firm's culture and earn lasting trust from clients and colleagues alike, including many of our most significant Executive Benefits relationships,” said Stefan Greenberg, Managing Partner and General Agent, Lenox Advisors.
Matthew Sendach has built his career at Lenox Advisors since 2009, developing expertise across wealth management, insurance, estate planning, and employee benefits strategies for both individual and corporate clients. He holds the ChFC® and CLU® designations and has been recognized by Forbes as a Top Financial Security Professional for three consecutive years in 2023, 2024, and 2025.
“Matthew has been a shining example of the possibilities of succession planning at Lenox Advisors, and I am proud to know that he, along with his team, will be caring for my legacy clients for years to come. He represents what servicing clients fully means every day,” said Gregory K. Large, CLU®, ChFC®, CLTC, President, Lenox Advisors.
Zachary Kriftcher joined Lenox Advisors in 2013 and has advanced through the firm, most recently serving as Managing Director. He focuses on estate, insurance, and investment management strategies for individual clients, as well as employee benefits and executive carve-out programs for corporate clients. He was recognized by Forbes as a Top Financial Security Professional in 2023 and 2025.
Large continued, “From the very beginning, our vision has been to build a firm that lasts well beyond the careers of the founding Partners, and for the firm to be grounded in relationships, mentorship, leadership development, and a long-term, unwavering commitment to those we serve. Russ, Matt, and Zach have each proven their dedication to serving clients with expertise, consistency, and leadership.”
Greenberg continued, “Russ, Matt, and Zach demonstrate what it means to grow and lead within this firm. Their promotions reflect a steadfast commitment to clients, to their own development, and to the culture we’ve built at Lenox Advisors. I’m very proud to see them reach this milestone.”
CRN202903-10693069