
Stefan E. Greenbergemail
281 Tresser Blvd Suite 1004
Stamford, CT 06901
Professional Story
Stefan Greenberg is a Managing Partner and Relationship Manager who has been with Lenox Advisors since 2005. Stefan is responsible for working with both corporate and high net worth individual clients of the firm. He specializes in comprehensive financial planning, wealth management, estate planning, and insurance services for individual clients. Additionally, he helps businesses attract, reward, and retain top level employees through the use of tax efficient techniques. His corporate expertise also includes both knowledge and skill in Lenox’s executive carve-out program.
Stefan is also responsible for the growth of Lenox’s Stamford, CT office through his efforts in recruiting, sales management, training, and coaching.
Stefan previously worked for Cowan Financial Group, as a Managing Director for 11 years. Throughout his career, he has earned his Certified Financial Planner (CFP®) designation as well as his Certified Fund Specialist (CFS) designation and is certified in Long Term Care (CLTC). Additionally, he also holds FINRA Series 6, 7, and 63 Registration. He graduated from Cornell University in 1993 and was Captain of the Men’s Soccer team.
Stefan volunteers much of his time, as well. He serves as a Chair for the Agent Advisors Association (AAX) with Mass Mutual, Board Member of Cornell Alumni Advisory Board (CAAB), President of the Cornell Men’s Alumni Soccer Association, Board Member for Maccabi USA and Board Member of Street Soccer USA (NY Chapter). He is also an avid golf and is a member at Woodway Country Club in Darien CT. He is married to Regine and they have two sons: Tiago and Luca.California Insurance License: 0C38434
Education
Cornell University 1989-1993
Hobbies
Soccer
Golf
Running
Music
TravelAffiliations & Memberships
Member of MMPAC
Member of AALU
Member of NAIFA
Chairperson on Mass Mutual AAX CommitteeCommunity Involvement
Street Soccer USA
Maccabi USA
Cornell Men's SoccerLanguages:
- English
- Portuguese
Credentials:
- CFP®
- CFS®
- CLTC®
Specialties:
- Insurance Strategies
- Investment Strategies
- Group Benefits
- Risk Management Strategies
- Estate Planning
- Financial Education
- Retirement Income Planning
- Business Succession Planning
- Student Loan Refinancing
Online Services
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