Skip to main content
MassMutual financial professional.

Stefan E. Greenbergemail

Stefan E. Greenbergemail


Lenox Advisors, Inc

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, Travel

Affiliations & Memberships

Member of MMPAC, Member of AALU, Member of NAIFA, Chairperson on Mass Mutual AAX Committee

Community Involvement

Street Soccer USA, Maccabi USA, Cornell Men's Soccer


Languages: 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


Check the background of this investment professional on FINRA's BrokerCheck

Connect with Stefan

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.