Rob Burger is a senior vice president at Lenox Advisors that joined the team in 2007 who is responsible for working with both the firm’s corporate and high net worth individual clients. With his individual clients, Rob specializes in broad range estate and insurance planning, asset allocation, and wealth management strategies. With his corporate clients, he specializes in structuring strategic employee benefits as well as executive carve-out programs for key employees and senior management.
Rob is a 1991 graduate of the University of Vermont that joined Lenox after spending twelve years as Managing Director of Wealth Advisory Group. His professional designations include Certification in Long Term Care (CLTC), as well as FINRA Series 6 and 63.
Rob spends his spare time serving as the Director of the Cesar Fund (501(c)(3) charitable organization). Rob is an active member of the Sigma Phi Society, National Association of Insurance and Financial Advisors (NAIFA) and the United States Tennis Association (USTA). During his years at the University of Vermont, he played Division 1 tennis, and continues to play tennis in his free time.
Rob resides in Manhattan with his wife and two children. Along with tennis, he enjoys skiing, golf, and traveling with his family.
- Insurance Strategies
- Investment Strategies
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