Focus: Insurance Strategies, Investment Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning, Student Loan Refinancing
Stefan joined Lenox Advisors as Managing Director after eleven years with Cowan Financial Group, where he specialized in asset management, insurance and estate planning. He is currently a Partner and oversees the Lenox Advisors Stamford office.
Stefan’s professional designations include Certified in Long Term Care (CLTC), Certified Fund Specialist (CFS), and he is a Certified Financial Planner (CFP®) certificant.
He graduated from Cornell University in Ithaca, NY and was captain of the Men’s Soccer team. Stefan continues to stay active with the Cornell Soccer program and is a current member of the Alumni Executive Committee. He also is on the Board of the NY Chapter for StreetSoccerUSA and Maccabi USA.
California Insurance License: 0C38434
Cornell University 1989-1993
Affiliations & Memberships
Member of MMPAC
Member of AALU
Member of NAIFA
Chairperson on Mass Mutual AAX Committee
Street Soccer USA
Cornell Men's Soccer
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281 Tresser Blvd Suite 1004
Stamford, CT 06901