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Paul D. Ferrante
Partner at Lenox Advisors
Paul D. Ferrante is a Partner at Lenox Advisors, a wealth management firm based in New York. Here are key details about his professional background and expertise:
Professional Experience
Paul Ferrante joined Lenox Advisors in 2011 and has held several senior positions within the company12:
- Partner (current role)
- Managing Director (2013-2016)
- Senior Vice President (2011-present)
Prior to joining Lenox Advisors, he spent 10 years at Northwestern Mutual Financial Network as an Insurance and Estate Planning Specialist from 2000 to 2011.1
Expertise and Responsibilities
As a Partner and Relationship Manager at Lenox Advisors, Paul Ferrante:
- Works with both individual and corporate clients2
- Specializes in providing integrated solutions for insurance, wealth management, estate planning, and employee benefits strategies2
- Focuses on retirement planning, asset management, risk management, and insurance
- Serves as a "Personal CFO" for clients, coordinating various aspects of their financial lives1
Clientele
Paul Ferrante primarily works with:
- Successful executives
- Affluent individuals
- Business owners
- Professional athletes
- Entertainers1
Education and Achievements
- Bachelor's degree in Economics and Speech from Iona College12
- Ranked among the Top 20 financial representatives during his time at Northwestern Mutual2
- Recipient of the Master Achievement Award for his final four years at Northwestern Mutual2
- Recognized by Forbes as one of America's Top Financial Security Professionals in 20233
Professional Approach
Paul Ferrante takes a holistic approach to wealth management, helping clients navigate the complexities of financial decision-making. He emphasizes the importance of coordinating various aspects of financial planning, including investments, tax planning, asset allocation, risk management, insurance, retirement planning, and estate planning.1
