David Kates

David Kates Email and Phone Number

Partner at Lenox Advisors | Wealth Manager | Corporate Executive Benefits @ Lenox Advisors
new york, new york, united states
David Kates's Location
New York, New York, United States, United States
David Kates's Contact Details

David Kates work email

David Kates personal email

n/a
About David Kates

Lenox Advisors is a wealth advisory firm focusing on Wall Street executives, hedge fund managers, business owners, professional athletes and entertainers. Most of our clients retain us to be their "Personal CFO." We coordinate all aspects of their financial lives, including retirement planning, asset management strategies, risk management, estate planning, insurance, college education planning, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized carve-out programs for senior executives.Specialties: For more information about the services provided by David Kates & Lenox Advisors, please visit www.lenoxadvisors.com.Note: David Kates provides financial planning services through Lenox Advisors and offers securities and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated.

David Kates's Current Company Details
Lenox Advisors

Lenox Advisors

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Partner at Lenox Advisors | Wealth Manager | Corporate Executive Benefits
new york, new york, united states
Website:
lenoxadvisors.com
Employees:
251
David Kates Work Experience Details
  • Lenox Advisors
    Partner
    Lenox Advisors Mar 2005 - Present
    For more important information about the services provided by David Kates and Lenox Advisors, please visit www.lenoxadvisors.com. Please note: David Kates provides financial planning services through Lenox Advisors and offers securities products and asset management services through MML Investors Services. Lenox Advisors and MML Investors Services are not affiliated.
    View
  • Axa Advisors
    Vice President
    Axa Advisors Sep 2002 - Feb 2005
    View

David Kates Education Details

Frequently Asked Questions about David Kates

What company does David Kates work for?

David Kates works for Lenox Advisors

What is David Kates's role at the current company?

David Kates's current role is Partner at Lenox Advisors | Wealth Manager | Corporate Executive Benefits.

What is David Kates's email address?

David Kates's email address is dk****@****ors.com

What is David Kates's direct phone number?

David Kates's direct phone number is +121253*****

What schools did David Kates attend?

David Kates attended Lehigh University, Mamaroneck High School, Widener University School Of Law.

Who are David Kates's colleagues?

David Kates's colleagues are Steven Serotte, Rob Pykosz, Robert Burger, Cltc, Dewitte Kersh, Nelly Mbaya, Hi Babg, Janet Fleishman, Cltc.

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