Stefan E. Greenberg

Credentials:
  • CFP®
  • CFS®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies, Group Benefits, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning

Languages: English

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

Education

Cornell University 1989-1993

Hobbies

Soccer
Golf
Running
Music
Travel

Affiliations & Memberships

Member of MMPAC
Member of AALU
Member of NAIFA
Chairperson on Mass Mutual AAX Committee

Community Involvement

Street Soccer USA
Maccabi USA
Cornell Men's Soccer

See Stefan’s Licenses and Disclosures

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Lenox Advisors, Inc

Satellite Office

281 Tresser Blvd Suite 1004
Stamford, CT 06901

CRN202111-256585