Brian Book in

Brian Book

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Vice President at Lenox Advisors
📍 New York, New York, United States

Brian Book is a Vice President at Lenox Advisors, specializing in wealth management and estate planning for high-net-worth clients. A graduate of Tulane University with key financial certifications, people who have worked with him describe him as tactical, energetic, and possessing an unmatched intellect in consultative sales.

Brians passion for rugby is a significant part of his life. At Tulane, he was the Captain and President of the club rugby team. After graduating, he helped launch the professional team Rugby United NY, serving as its Operations Manager. He is also an active member of BNI Manhattan.

Unique fact: Brian was instrumental in launching a professional rugby team in New York before advancing his career in wealth management.

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Experience
9 Years
Current Role
Vice President
Job Level
Senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Wealth Management
As a Vice President at Lenox Advisors, his primary focus is on providing comprehensive wealth management and insurance solutions to affluent clients.
Estate Planning
This is a core part of his stated expertise and a key service he offers to individuals and families at his firm.
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Career

Work history

2-2026
Vice President
Lenox Advisors
9-2020 - 2-2026
Associate, Relationship Manager
Lenox Advisors
6-2019 - 8-2020
Senior Account Executive
Fundera
1-2019 - 5-2019
Sales Development Representative
Fundera
12-2017 - 12-2018
Operations Manager
Rugby United NY
In the press

Media appearances

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Education
2013 - 2017
BSM
Tulane University - A.B. Freeman School of Business
2009 - 2013
Education details unavailable
Staples High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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