Stefan Greenberg, CFP®, CFS, CLTC

Stefan Greenberg is a Managing Partner who has been with Lenox Advisors since 2005. Stefan is responsible for working with both corporate and high-net-worth individual clients of the firm. He specializes in comprehensive financial planning, wealth management, estate planning and insurance services for individual clients. Additionally, he helps businesses attract, reward and retain top-level employees through the use of tax-efficient techniques.

Stefan previously worked for Cowan Financial Group, as a Managing Director for 11 years. Throughout his career, he has earned his Certified Financial Planner (CFP®) designation as well as his Certified Fund Specialist (CFS) designation and is certified in Long Term Care (CLTC). Additionally, he also holds FINRA Series 6, 7 and 63 registration. He graduated from Cornell University.

Stefan serves as a Chair for the Agent Advisors Association (AAX) with Mass Mutual, Board Member of Cornell Alumni Advisory Board (CAAB), President of the Cornell Men’s Alumni Soccer Association, Board Member for Maccabi USA and Board Member of Street Soccer USA (NY Chapter).

Email: sgreenberg@lenoxadvisors.com | Website: www.lenoxadvisors.com | LinkedIn: www.linkedin.com/in/stefangreenberg