Brendan Kennyemail
Professional Story
Brendan Kenny is a Senior Vice President who has been with Lenox Advisors since 2004. He is responsible for advising both corporate and high net worth clients of the firm. He specializes in asset management, insurance, and estate planning, and also works with corporate clients in structuring comprehensive employee benefits and executive carve-out programs. Since he began his career at New England Financial in 1997, Brendan has earned a number of accreditations including the Certified Financial Planner (CFP®) certification in 2004. His other accreditations include: Chartered Financial Consultant (ChFC), and the Chartered Life Underwriter (CLU) certification. Brendan graduated with a Bachelor’s of Arts Degree in Economics and Philosophy from the College of the Holy Cross Brendan previously co-chaired The Cristo Rey High School’s Advisory, which is designed to provide low-income children with superior education and work experience, and serves along with the Hedge Fund and Golf Committees. For his exceptional service efforts with Cristo Rey, MassMutual Financial Group presented him with their 2012 Community Service Award. Additionally, the Irish Echo awarded Brendan the Irish Top 40 Under 40 in 2013. Brendan resides in Southampton, New York with his wife Natalie, and children Lochlan, Declan and Quinlan. He continues to be active with the Holy Cross Men’s Rugby Club, where he was an officer during his collegiate tenure.
Education
Chaminade High School (1993)
College of the Holy Cross (1997)Hobbies
Golf
Boating
FishingAffiliations & Memberships
Finseca (formerly AALU)
Community Involvement
Cristo Rey New York
The Ireland FundsLanguages:
- English
Credentials:
- CFP®
- ChFC®
- CLU®
Specialties:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- Risk Management Strategies
- Estate Planning
- Business Owners
- Group Benefits
- Business Succession Planning
Check the background of this investment professional on FINRA's BrokerCheck
See Brendan’s Licenses and Disclosures