Vincent Trimarco holds the title of Managing Director, joining our team at Lenox Advisors in 2012. He is responsible for working with both corporate and high net worth individual clients. He specializes in providing integrated solutions including wealth management, insurance, and estate planning. In addition, he also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
The beginning of his career was spent at Lenox being mentored by and building a strong foundation with Partner, Jonathan Davis. A graduate of St. John’s University, he was President of the Sigma Chi Fraternity and finished with his Bachelors of Science degree in Business Management & Finance. He holds a FINRA Series 6, 7 and 63 Registration (Investment Company Products/Variable Contracts Limited Representative).
Vincent is an active member of the community and is a board member of the Travis Roy Foundation. The Travis Roy Foundation is dedicated to enhancing the life of spinal cord injury victims and families by providing grants and funding research. During Vincent’s free time he enjoys playing golf, baseball, and traveling.
Vince was named on Forbes Top Financial Security Professionals in both 2023 and 2022.