Lenox Advisors, Inc. grows its team with the addition of Kyle Martin, Asset Manager in our Bloomingdale office
NEW YORK, Nov. 1, 2017 /PRNewswire/ -- Lenox Advisors, Inc. is pleased to announce that Kyle Martin has joined the firm as our new Asset Manager based in Bloomingdale, IL. Kyle will work alongside Patrick Murphy, Managing Director, in developing and delivering customized investment strategies for our clients.
Kyle has an impressive background of education and experience. Prior to joining Lenox, he was a Senior Regional Sales Consultant at PowerShares by Invesco where he educated advisors on the tax efficiencies and unique benefits that ETFs can bring to their client's portfolios. He began his career at IBM as a Business Analytic Sales Specialist and holds a B.A. in Business Administration from Indiana Wesleyan University. Kyle also holds his FINRA Series 7, 65, 63 licenses and is currently pursuing his Accredited Asset Management Specialist℠ designation.
At Lenox, Kyle will complement the expertise and guidance provided to our clients by advising on a variety of asset allocation decisions and investment strategies. He will also focus on the generational differences that affect building wealth and investment decisions.
Kyle Martin commented, "I've often found that generations do not invest all that differently, but perhaps they should. Each individual should invest according to the asset allocation that fits their unique financial goals. By partnering with Pat and Lenox Advisors, I hope to bring a unique investment perspective to our clients."
About Lenox Advisors
Lenox Advisors is a comprehensive Wealth and Insurance Advisory firm focusing on high net worth individuals, including corporate executives, business owners and entrepreneurs. 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 key employees. For more information on Lenox, please visit www.lenoxadvisors.com
Contacts
Kelly Jones,
Senior Vice President,
Head of Marketing
[email protected]
212.536.6065
SOURCE Lenox Advisors, Inc.
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