CHICAGO, Sept. 10, 2015 /PRNewswire/ -- Lenox Advisors continues to build out its national footprint and Chicago presence with the appointment of Anthony Cruz as Vice President and Asset Manager for the firm's growing Private Wealth Management team. In this role, Anthony will lead the development and implementation of investment and asset allocation strategies for high net worth individuals and families, as well as for firms with complicated financial structures. He will be based in Chicago.
With over 15 years of investment and relationship management experience in financial services, Anthony joins Lenox from William Blair & Company, where he most recently served as Managing Director, Group Head of their Convertible Bonds Debt Capital Markets Department.
Anthony brings to Lenox extensive knowledge in a broad array of financial products and capital markets. This knowledge, in combination with his ability to build strong and lasting client relationships, will help Lenox clients discover their personal, professional, and financial objectives. Anthony will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.
"Anthony brings strong investment experience and market knowledge to the Lenox Private Wealth Management Team, and has a terrific understanding of complex investment strategies necessary to address the often complicated needs of high net worth individuals," stated Dave Schrohe, Head of Lenox Private Wealth Management. "His combination of knowledge and experience will serve as a great resource to the Lenox team and our clients in the Chicago area."
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.
Media inquiries:
Kelly A. Jones, Head of Marketing
530 Fifth Avenue, 11th Floor, New York, NY 10036
212.536.6065
Logo - http://photos.prnewswire.com/prnh/20150909/265146LOGO
SOURCE Lenox Advisors, Inc.
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article