Brian Bulger in

Brian Bulger

Inquirer · DISC type cd
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

Upfront
Demanding
Judgemental

They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

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

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
State University of New York Cortland
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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