Lenox Advisors
Brian Book is a seasoned professional with extensive experience in relationship management and business development. Currently serving as a Relationship Manager at Lenox Advisors since September 2020, Brian previously held the role of Senior Account Executive at Fundera, where responsibilities included sourcing funding options and building a client base of over 300 small business owners. Additional experience includes serving as Operations Manager at Rugby United NY, where Brian managed investment processes and planned events, and as a Business Development Intern at NOLA Gold Rugby, where a business plan was developed for a new professional rugby team. Earlier positions also include various internships that contributed to a well-rounded skill set in sales, marketing, and operations. Brian holds a Bachelor of Science in Management from Tulane University, complemented by a minor in History.
Lenox Advisors
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Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”