Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth.
Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you:

Financial Planning
Asset Management
Insurance & Risk Management
Employee Benefits
Executive Benefits

By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family.

Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”

Employee Benefits

Insurance

Investment Management

Risk & Compliance

Lenox Advisors

Gregory K. Large

Sandra Penagos

Megan Oliver

Kevin Lynch

Debhinn Hart-Picariello

Naresh H. Singh

Frank Anzalone

Rob Pykosz

Peter Slesinski

Chfc® Frederick Denitz Casl®, Clu®, Cltc

David Suzzan

Melissa Dziemian

Msol Isabel Velasquez

Irma Ramos-Cuevas

Heather Schieferstein

Eric Yee

Brian Holly

Vincent Trimarco

Sam Toskin

Matthew Donalds

Christina Mantzaris

The Leadership Team at Lenox Advisors is responsible for setting the strategic direction and vision of the company, ensuring alignment across various divisions, and fostering a culture that prioritizes the well-being of both clients and employees. Composed of senior executives from diverse operational backgrounds, this team collaborates to develop innovative solutions, enhance service delivery, and drive growth, all while championing a supportive and engaging workplace environment that reflects the values of the organization. Their leadership plays a crucial role in maintaining Lenox Advisors’ commitment to excellence in wealth management and client advocacy.

Leadership Team

Client Services Team

Finance and Investment Team

Leadership Team

About

Team members

Other teams at Lenox Advisors

Client Services Team

Finance and Investment Team