Stefan Greenberg, CFP in

Stefan Greenberg, CFP

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Managing Partner at Lenox Advisors
📍 New York, New York, United States

Stefan Greenberg is a Managing Partner at Lenox Advisors, specializing in comprehensive wealth management for executives and business owners. A graduate of Cornell University, he was recently recognized by Forbes as a Top Financial Security Professional for 2025.

Outside of his professional life, Stefan has a background in competitive sports. During his time at Cornell University, he was the captain of the Varsity Mens Soccer team and an active member of the Kappa Sigma Fraternity, highlighting his leadership and team-oriented nature.

He was named to the Forbes 2025 Best-In-State Top Financial Security Professionals list for New York.

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Experience
30 Years
Current Role
Managing Partner
Location
New York, New York, United States
Personality Overview

How Stefan 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 Stefan cares about

Financial Security
His recent recognition on the Forbes 2025 list of Top Financial Security Professionals highlights his expertise in wealth protection and long-term planning.
Holistic Wealth Management
He focuses on acting as a "personal CFO" for clients, coordinating all aspects of their financial lives, including retirement, asset management, and estate planning.
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Career

Work history

3-2023
Managing Partner
Lenox Advisors
7-2005 - 2-2023
Partner
Lenox Advisors
9-1994 - 6-2005
Managing Director
Cowan Financial Group
In the press

Media appearances

Lenox Advisors announces partner and managing partner promotions. Featured in PR Newswire
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Stefan Greenberg, Lenox Advisors Inc: Profile and Biography. Featured in Bloomberg
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Education
1989 - 1993
BS
Cornell University
1985 - 1989
Education details unavailable
South Side High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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