Matteo Falcone joined Lenox Advisors in 2023 as an Associate in our New York office. He is committed to building long-term relationships with his clients and helping them reach their financial goals. Matteo works with corporate and executive clients, attorneys, and business owners and is also responsible for working with high-net-worth individual clients of the firm.

Before joining Lenox, Matteo worked with Planning Alliance LLC, a subsidiary of Guardian Life Insurance. He graduated from Ursinus College and received a bachelor’s degree in Economics.

During college, Matteo played baseball and competed in the Centennial Conference. In his free time, he enjoys spending time with his family and friends, traveling to different places, attending sporting events, and trying new places to eat.

Matteo has a Life/Accident and Health Producer license.