Lenox Advisors Celebrates Partner Promotions to Enhance Leadership and Client Service
On March 11, 2026, Lenox Advisors, Inc., an influential wealth and insurance advisory firm linked to NFP under Aon, made a significant announcement regarding the promotion of its team members to partner status. This strategic move underscores their steadfast commitment to serving high net-worth individuals, families, and corporate clients. The three individuals promoted to partner are Russell Rolnick, Matthew Sendach, and Zachary Kriftcher, each having demonstrated exceptional dedication and competence in their respective fields.
Russell Rolnick has an impressive tenure at Lenox Advisors, having joined nearly two decades ago. His experience in estate planning, retirement strategies, and wealth management has made a substantial impact. As someone who holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations, Rolnick has also spent 11 years practicing as a CPA, enriching his professional insights further. Stefan Greenberg, the Managing Partner and General Agent of Lenox Advisors, praised Rolnick's consistent demonstration of professionalism and sincere client relationships, highlighting his role in nurturing significant Executive Benefits relationships.
Matthew Sendach began his journey at Lenox Advisors in 2009, where he honed his expertise across various domains, including wealth management and insurance. Recognized by Forbes as a Top Financial Security Professional for three consecutive years (2023, 2024, and 2025), Sendach’s exemplary service reflects his potential for succession planning within the company. Gregory K. Large, President of Lenox Advisors, voiced his pride in Sendach’s growth and vision, affirming his role in caring for legacy clients by representing superior client service.
Zachary Kriftcher, who joined the firm in 2013, has rapidly progressed to the role of Managing Director before his promotion to partner. His focus on estate and investment management strategies has not gone unnoticed, receiving accolades from Forbes as a Top Financial Security Professional in 2023 and 2025. Through his work on employee benefits and executive carve-out programs for corporate clients, Kriftcher continues to substantiate the firm’s goal of building lasting relationships.
Large noted that the vision for Lenox Advisors is to establish a company that transcends the careers of its founding partners, focusing on mentorship and long-term commitment to client relationships. He remarked that Rolnick, Sendach, and Kriftcher have successfully shown their dedication toward fostering expertise, consistency, and leadership within the firm. Greenberg echoed these sentiments, expressing pride in their milestones and the firm’s culture that nurtures growth and leadership.
Lenox Advisors builds tailor-made financial solutions catered to the needs of affluent individuals, families, and corporations, embodying a client-first approach. The firm prioritizes understanding the unique goals and values of its clientele, which is key to their comprehensive strategies designed to protect and preserve wealth. More information about Lenox Advisors’ services can be found on their official website.
As an extension of NFP, Lenox Advisors benefits from collaborative expertise that addresses the most significant challenges across Risk Capital and Human Capital for businesses and individuals alike. Their team is well-equipped to deliver a broad range of customized solutions, including insurance, employee benefits, and retirement plan services, further emphasizing their exceptional client service ethos.
In summary, the recent partner promotions at Lenox Advisors not only illustrate their commitment to exceptional client service but also reflect the firm’s dedication to developing leadership talent within the organization. With these strategic advancements, Lenox Advisors continues to solidify its position as a leader in the financial advisory industry.
Russell Rolnick has an impressive tenure at Lenox Advisors, having joined nearly two decades ago. His experience in estate planning, retirement strategies, and wealth management has made a substantial impact. As someone who holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations, Rolnick has also spent 11 years practicing as a CPA, enriching his professional insights further. Stefan Greenberg, the Managing Partner and General Agent of Lenox Advisors, praised Rolnick's consistent demonstration of professionalism and sincere client relationships, highlighting his role in nurturing significant Executive Benefits relationships.
Matthew Sendach began his journey at Lenox Advisors in 2009, where he honed his expertise across various domains, including wealth management and insurance. Recognized by Forbes as a Top Financial Security Professional for three consecutive years (2023, 2024, and 2025), Sendach’s exemplary service reflects his potential for succession planning within the company. Gregory K. Large, President of Lenox Advisors, voiced his pride in Sendach’s growth and vision, affirming his role in caring for legacy clients by representing superior client service.
Zachary Kriftcher, who joined the firm in 2013, has rapidly progressed to the role of Managing Director before his promotion to partner. His focus on estate and investment management strategies has not gone unnoticed, receiving accolades from Forbes as a Top Financial Security Professional in 2023 and 2025. Through his work on employee benefits and executive carve-out programs for corporate clients, Kriftcher continues to substantiate the firm’s goal of building lasting relationships.
Large noted that the vision for Lenox Advisors is to establish a company that transcends the careers of its founding partners, focusing on mentorship and long-term commitment to client relationships. He remarked that Rolnick, Sendach, and Kriftcher have successfully shown their dedication toward fostering expertise, consistency, and leadership within the firm. Greenberg echoed these sentiments, expressing pride in their milestones and the firm’s culture that nurtures growth and leadership.
Lenox Advisors builds tailor-made financial solutions catered to the needs of affluent individuals, families, and corporations, embodying a client-first approach. The firm prioritizes understanding the unique goals and values of its clientele, which is key to their comprehensive strategies designed to protect and preserve wealth. More information about Lenox Advisors’ services can be found on their official website.
As an extension of NFP, Lenox Advisors benefits from collaborative expertise that addresses the most significant challenges across Risk Capital and Human Capital for businesses and individuals alike. Their team is well-equipped to deliver a broad range of customized solutions, including insurance, employee benefits, and retirement plan services, further emphasizing their exceptional client service ethos.
In summary, the recent partner promotions at Lenox Advisors not only illustrate their commitment to exceptional client service but also reflect the firm’s dedication to developing leadership talent within the organization. With these strategic advancements, Lenox Advisors continues to solidify its position as a leader in the financial advisory industry.
Topics Financial Services & Investing）
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