Lenox Advisors
Kartik Talwar is a Business Analyst at Lenox Advisors, where employment commenced in September 2022. Previously, Kartik worked at Bloomberg LP as a Contracts Coordinator and Financial Data Analyst, and served as a Mentor at Ruffalo Noel Levitz, focusing on university support and communication. Additional experience includes an Investment Banking Summer Analyst role at Cambridge Wilkinson, an Account Manager position at Robinson Brandt International, and a Forensic Analyst Intern at Deloitte, where research and database checks were conducted for legal projects. Early roles also include a Stock Associate at Abercrombie & Fitch and an intern at Atul B Kothari CPA, involving financial document analysis and payroll processing. Kartik holds a Bachelor of Business Administration (B.B.A.) in Finance from Rutgers Business School and Rutgers University, earned between 2016 and 2020.
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.”