Zachary Kriftcher in

Zachary Kriftcher

Enthusiast · DISC type i
Managing Director - Relationship Manager at Lenox Advisors
📍 New York, New York, United States

Zachary Kriftcher is a Managing Director at Lenox Advisors, specializing in wealth management and insurance advisory. He excels at building strong client relationships and crafting clear financial roadmaps.

Zachary is passionate about helping clients achieve financial freedom, driven by a commitment to personal relationships and trust. He has been recognized as a top producer in his field.

He has been honored as a Forbes Best-In-State Financial Security Professional for two consecutive years.

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Experience
12 Years
Current Role
Managing Director - Relationship Manager
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Zachary shows up

Amiable & Agreeable
Optimistic
Story Driven

They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Priorities

Topics Zachary cares about

Wealth Management
As a Managing Director at Lenox Advisors, Zachary focuses on guiding clients toward financial freedom through comprehensive wealth management strategies.
Financial Security
Zachary's repeated recognition as a Forbes Best-In-State Financial Security Professional highlights his dedication to client financial well-being.
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Career

Work history

3-2023
Managing Director - Relationship Manager
Lenox Advisors
2-2020 - 3-2023
Senior Vice President - Relationship Manager
Lenox Advisors
7-2018 - 2-2020
Vice President - Relationship Manager
Lenox Advisors
3-2016 - 7-2018
Associate - Relationship Manager
Lenox Advisors
9-2013 - 3-2016
Associate - Financial Planning
Lenox Advisors
In the press

Media appearances

Zachary Kriftcher – Lenox Advisors – Forbes Profile. Featured in Forbes
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Zachary Kriftcher – Relationship Manager at Lenox Advisors – The Org. Featured in The Org
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Education
Bachelor of Arts (B.A.)
Bucknell University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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