Brian Bulger in

Brian Bulger

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Relationship Manager at Lenox Advisors
📍 New York City Metropolitan Area, United States

Brian Bulger is a Vice President at Lenox Advisors, where he specializes in integrated estate planning and insurance solutions for high-net-worth individuals and corporate clients. He is a multi-year recipient of the Forbes Top Financial Security Professional award and holds Series 7 and SIE certifications.

Outside of his financial career, Brian was a competitive NCAA collegiate wrestler at SUNY Cortland. He competed for a program that was nationally ranked, demonstrating a high level of discipline and dedication from a young age.

Unique fact: Brian was a member of a nationally-ranked NCAA wrestling team while earning his degree in Business Economics.

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Experience
8 Years
Current Role
Relationship Manager
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Financial Security
He has been repeatedly recognized by Forbes as a Top Financial Security Professional, highlighting his deep expertise in wealth preservation strategies.
High-Net-Worth Clients
His practice focuses on providing integrated wealth management and insurance solutions for Wall Street executives, hedge fund managers, and business owners.
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Career

Work history

11-2017
Relationship Manager
Lenox Advisors
11-2017
Vice President
Lenox Advisors
5-2016 - 8-2016
Associate
Marsh & McLennan Agency - Northeast
6-2015 - 8-2015
Associate
RU Financial
In the press

Media appearances

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Education
Education details unavailable
State University of New York Cortland
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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