Matthew Kogan joined Lenox in 2021 as an Associate in our Los Angeles office. He is responsible for working with both corporate and high net worth individual clients of the firm. Matthew’s clients consist of technology executives and directors, along with individuals in the consulting, property development, and semiconductor industries. He takes the time to get to know his clients and build long lasting relationships so he can understand their individual needs and what matters most to them.
Before beginning his career in the financial industry at Equitable Advisors, Matthew attended the University of California Santa Cruz, where he received multiple Dean List awards. He obtained a bachelor’s degree in Economics and proudly graduated with Honors. He is a huge sports fan, and more specifically, a die-hard Lakers fan! Matthew enjoys cooking and is a big movie and television buff.
Matthew currently holds his FINRA Series 7 and 63 securities licenses.
University of California, Santa Cruz (2013-2017)
- Insurance Strategies
- Investment Strategies
- Estate Planning
- Risk Management Strategies
- Retirement Strategies
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Matthew’s Licenses and Disclosures