CHICAGO, July 13, 2015 /PRNewswire/ -- Lenox Advisors, Inc. continues to build out its national footprint and Chicago presence with the appointment of Joshua Lieberman as Managing Director responsible for advising high net worth individuals and families. He will be based in Chicago and brings to Lenox his extensive wealth management expertise.
With over a decade in the financial services sector, Josh joins Lenox from Northwestern Mutual (NML), where he served as a Wealth Management Advisor. During his tenure at NML, Josh received numerous company honors as well as annual recognition from the Million Dollar Roundtable, including Court of the Table qualification in 2014.
At Lenox, Josh will continue his focus on understanding and helping clients discover their personal, professional, and financial objectives. He will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.
Josh holds the Certified Financial Planner™ (CFP®) designation as well as the Chartered Life Underwriter (CLU) designation to provide clients a broad spectrum of expertise across financial planning, life insurance and estate planning.
"We have built a model that allows advisors to keep clients as their top priority while they grow their practice," said Christina Mantzaris Cade, Lenox Partner and Chief Financial Officer. "The fiduciary role that Josh has taken with his clients is evident with not only the customized solutions that he provides, but the relationships that he has with them. He will do very well here."
"Lenox consistently demonstrates their ability to provide timely, considered and unbiased advice to clients facing complex strategic challenges," Lieberman said. "I love the support and service the Lenox team offers, and having access to some of the best technology in the industry is vital to serving my clients."
About Lenox Advisors, Inc.
Driven by the notion of what is best for you, Lenox builds 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.
Information can be found by visiting www.lenoxadvisors.com.
Kelly A. Jones, Head of Marketing
530 Fifth Avenue, 11th Floor, New York, NY 10036
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212.536.6000. Fee based financial planning services are offered through Lenox Advisors, Inc., a registered Investment Advisory Firm, and are not offered or sponsored by MML Investors Services, LLC. Lenox Advisors, Inc. is not a subsidiary of or affiliated with MML Investors Services, LLC. Lenox Advisors, Inc. is a wholly owned subsidiary of National Financial Partners Corp. (NFP). NFP is not an affiliate of subsidiary of MML Investors Services, LLC. CRN201707-194239
SOURCE Lenox Advisors, Inc.