Brian H. Email & Phone Number

I am a part of the Business Excellence team at Lenox Advisors, Inc. Lenox Advisors is a unique Wealth Advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. Most of our clients retain us to be their “personal CFO.” We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.Business Excellence at Lenox Advisors strives to pursue efficiency in every aspect of the enterprise in order to meet all needs of the client, both realized and unrealized, and thus maximize profitability for Lenox. We anticipate the needs of the organization by seeking the Voice of the Customer, both internal and external, to influence our priorities. It is our responsibility to facilitate the company’s growth by standardizing business processes to ensure delivery of product and services, best practices, data integrity and transparency.

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  Lehigh University

  Financial Analysis, Financial Accounting