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MassMutual financial professional.

James R. Masonemail

Lenox Advisors - 18 Floor

90 Park Ave. 18 Floor
New York, NY 10016

  • Professional Story

    James Mason is an Associate who joined the Lenox Advisors team in 2017. He is responsible for working with both corporate and high net worth individual clients of the firm. James specializes in providing his individual clients with integrated solutions regarding estate planning and insurance. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.

    James joined Lenox after starting his career working as a Financial Advisor with MassMutual. He graduated from the University of Central Florida with a B.A. in Communication. During his time at UCF, James was extremely involved in university affairs. He served as VP of the UCF Sales Club for Professional Events as well as being a proud member of the Theta Chi Fraternity. James is a member with the JDRF and enjoys playing Tennis in his spare time.

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Group Benefits
    • Estate Planning
    • Risk Management Strategies
    • Business Succession Planning
    • Charitable Giving
    • College Funding Strategies

  • Online Services

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