Lenox Advisors has appointed Joshua Lieberman (pictured) as Managing Director responsible for advising high net worth individuals and families. He will be based in Chicago.
With over a decade in the financial services sector, Josh joins Lenox from Northwestern Mutual (NML), where he served as a Wealth Management Advisor. During his tenure at NML, Lieberman received numerous company honours as well as annual recognition from the Million Dollar Roundtable, including Court of the Table qualification in 2014.
At Lenox, Lieberman will continue his focus on understanding and helping clients discover their personal, professional, and financial objectives. He will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.
Josh holds the Certified Financial Planner (CFP) designation as well as the Chartered Life Underwriter (CLU) designation to provide clients a broad spectrum of expertise across financial planning, life insurance and estate planning.
"We have built a model that allows advisors to keep clients as their top priority while they grow their practice," says Christina Mantzaris Cade, Lenox Partner and Chief Financial Officer. "The fiduciary role that Josh has taken with his clients is evident with not only the customised solutions that he provides, but the relationships that he has with them. He will do very well here."
"Lenox consistently demonstrates their ability to provide timely, considered and unbiased advice to clients facing complex strategic challenges," says Lieberman. "I love the support and service the Lenox team offers, and having access to some of the best technology in the industry is vital to serving my clients."
