Profile

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Stefan Greenberg is a Managing Partner and Relationship Manager 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. His corporate expertise also includes both knowledge and skill in Lenox's executive carve-out program.

Stefan is also responsible for the growth of Lenox's Stamford, CT office through his efforts in recruiting, sales management, training, and coaching.