Driven by Purpose

At LWA, you’ll find all the resources and expertise of a large national firm without losing the personal care and attention that are the hallmarks of a specialized, boutique wealth manager. Earning your trust is a mission we set out to achieve every single day.

Meet Our Leadership Team

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    RICHARD P. VAN BENSCHOTEN, CFP® Chief Executive Officer
    RICHARD P. VAN BENSCHOTEN, CFP® Chief Executive Officer rickvan@lenox-wealth.com

    As CEO of Lenox Wealth Advisors, Rick draws on more than 30 years of experience managing wealth, investments, and risk for clients to set and lead our firm’s strategic vision. He’s a founding Partner of Lenox Advisors and the creator of our innovative Personal CFO platform. Rick is a frequent event speaker and often sought out by various media (e.g., Forbes, Worth, CNN, CNBC, etc.) for his insights and opinions. 

    Rick earned his Bachelor of Science in Finance from Lehigh University and a Master’s in Real Estate Development from New York University. He also holds the Certified Financial Planner® designation. Fueled by a passion for giving back to both the financial services industry as well as his community, Rick serves on the Boards of Covenant House New York, Lehigh University College of Business and Economics, the PGA Foundation, and the Association for Advanced Life Underwriting (AALU). He resides in New York City with his wife of over 20 years and their two daughters.

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    David B. Schrohe President
    David B. Schrohe President dschrohe@lenox-wealth.com

    David is responsible for leading our talented team of professionals in the development and execution of our client-focused strategy across financial planning, investments, relationship management and operations.

     

    Dave has amassed over 25 years of wealth management industry experience in leadership roles at RIAs and larger institutions. His passion has been to drive growth through an unrivaled focus on the client, a dedication to the development and evolution of advisors and staff, and a commitment to taking advantage of technology and innovation to improve everyone’s experience.

     

    Most recently, Dave ran the Private Wealth Management business for Lenox Advisors, most of which has now been integrated into LWA. Before joining Lenox, he was Chief Operating Officer of Wealth Management Solutions at UBS, where he also served on the firm’s Management Committee. And prior to that, he was Head of the Institutional Client Segment at Morgan Stanley where he also served on the Management Committee. Dave holds a Masters of Business Administration from the Wharton School and a Bachelor of Arts from the University of Pennsylvania.

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    DAVID M. CARTER, CFA® Chief Investment Officer
    DAVID M. CARTER, CFA® Chief Investment Officer dcarter@lenox-wealth.com

    As CIO, David sets the investment philosophy and process for Lenox Wealth Advisors. He brings over 20 years of experience to leading our Investment Committee — overseeing the strategic and tactical asset allocation decisions of each portfolio through changing market cycles. Prior to joining Lenox Wealth Advisors, he served as CIO of Spinnaker Trust and before that, as an analyst at JP Morgan. 

    David is regularly sought out by the Wall Street Journal and other publications for his insights and commentary on market conditions. He’s also a frequent speaker at industry conferences on topics ranging from risk and investment management, to asset allocation strategies and investment portfolio design. He earned his Bachelor of Science in Finance from Northeastern University, an MBA from the University of Chicago, and holds the Chartered Financial Analyst® designation. David resides in Darien, Connecticut with his wife and children. In his spare time, he enjoys running and spending time with his family.

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    GREGORY K. REYNHOLDS Chief Operating Officer & Chief Compliance Officer
    GREGORY K. REYNHOLDS Chief Operating Officer & Chief Compliance Officer greynholds@lenox-wealth.com

    Greg is responsible for day-to-day management of our operations and business strategy, as well as our compliance program. He’s also very active in the due diligence process associated with bringing new advisors to Lenox Wealth Advisors. Greg brings over 15 years of experience to this leadership role, actively involved in overseeing investment strategy, manager due diligence and selection, asset allocation, and investment recommendations. His ultimate focus is on ensuring that each individual and family who works with us receives an exceptional experience. 

    Greg earned his Bachelor of Arts from Hobart College, where he was also the captain of the hockey team. He’s an active supporter of the Juvenile Diabetes Research Foundation, and resides in Fair Haven, NJ where he enjoys golfing, surfing, and spending time with his wife and four sons.

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    Meghan Bergman, CFP® Managing Director, Head of Wealth Strategy
    Meghan Bergman, CFP® Managing Director, Head of Wealth Strategy mbergman@lenox-wealth.com

    Meghan brings more than 15 years of investment industry experience to her role of working with high net worth individuals and families to develop and implement investment strategies and overall financial plans designed to achieve their long-term goals. She oversees the team of Wealth Strategists in our New York office, and also sits on NFP’s 401(k) Fiduciary Committee.

     

    She holds a Bachelor of Arts in English Literature from the University of Colorado and earned the Certified Financial Planner® designation. Meghan lives in New Jersey with her husband and three daughters. She enjoys spending time with family and friends, running, and being actively involved in local community organizations.

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    Michael R. Kuziw Managing Director, Head of Wealth Strategy
    Michael R. Kuziw Managing Director, Head of Wealth Strategy mkuziw@lenox-wealth.com

    Drawing on 20+ years of extensive experience implementing investment and asset allocation strategies for families and firms with complicated financial structures, Michael specializes in developing customized investment strategies, plans and portfolios for high net-worth investors. He manages a team of Wealth Strategists while also helping to set the investment and asset management strategy and policies for our firm.

     

    Michael earned his Bachelor of Arts in International Relations from the University of Delaware. He actively supports a variety of charitable organizations including LA Children’s Hospital, the ALS Foundation, and Big Brothers Big Sisters of NYC. When not working with clients, Michael enjoys cycling, surfing, cooking, and traveling.

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    Jonathan Wittlin, CPA, CFP® Managing Director, Head of Financial Planning
    Jonathan Wittlin, CPA, CFP® Managing Director, Head of Financial Planning jwittlin@lenox-wealth.com

    Jonathan brings more than 20 years of expertise to his role as Head of Financial Planning. In addition to managing, mentoring, and guiding the career growth of our team of skilled Wealth Strategists focused on financial planning, he continues to maintain long-standing client relationships while actively working to strengthen and improve our business model and deliver thought leadership. Prior to joining Lenox Wealth Advisors, Jonathan held a variety of roles at Lenox Advisors for 17 years.

     

    He holds a Bachelor of Science in Accounting from Syracuse University’s Whitman School of Business and has earned both the Certified Public Accountant and Certified Financial Planner® designations. From volunteer work for Covenant House of California, The Leukemia/Lymphoma Society, and Habitat for Humanity, Jonathan is actively involved in a variety of charitable endeavors. He’s a dedicated husband and father, as well as an avid traveler and outdoor enthusiast.

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    John Kovacs Managing Director, Wealth Advisor
    John Kovacs Managing Director, Wealth Advisor jkovacs@lenox-wealth.com

    John brings more than 16 years of industry expertise in serving the needs of successful individuals, families and business owners to his role as Managing Director. He works diligently as a trusted advisor to our clients, providing the highest level of fiduciary service in helping them manage, grow and preserve their wealth responsibly.

     

    Before joining Lenox Wealth Advisors, John honed his wealth management skills at both Morgan Stanley and Merrill Lynch. He holds a Bachelor of Science in Business and Management from Loyola University’s Sellinger School of Business, where he competed for the school’s golf team. He lives in New Jersey where he enjoys spending time with his family and friends, as well as giving back to the community and serving local charitable organizations.

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    Michael Barnes SVP, Head of Operations
    Michael Barnes SVP, Head of Operations mbarnes@lenox-wealth.com

    Mike is responsible for creating and maintaining a stable and efficient operational foundation for Lenox Wealth Advisors so that clients are afforded a customized, responsive, and transparent experience. He oversees our client service, account maintenance, department workflow, and vendor management operations. Prior to joining Lenox Wealth Advisors, Mike served in various operations management roles for Neuberger Berman.

     

    He holds a Bachelor of Arts in Criminal Justice from the State University of New York at Albany. When not spending time with his family in the great outdoors, Mike can probably be found at a Pearl Jam concert or enjoying his other favorite rock bands from the ’90s.

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    Nikki Bell VP, Operations
    Nikki Bell VP, Operations nbell@lenox-wealth.com

    Nikki works directly with the COO/CCO in reviewing and implementing the overall Lenox Wealth Advisors’ business strategy. Nikki is also actively involved in all aspects of trading, reporting, compliance, billing, and systems management to help ensure our client service experience is exceptional. Prior to joining Lenox Wealth Advisors, he served as Director of Operations for Dunbar Capital Management, LLC and in various operational roles at UBS and Morgan Stanley.

     

    Nikki holds a BS in Finance from State University of New York at Oswego, and earned his Master’s Degree in Information Management from Stevens Institute of Technology.

Meet Our Wealth Advisory and Investments Team

Meet Our Client Service Team

Contact Us

Call 212.602.4500 to speak with a Lenox Wealth Advisor, email us at info@lenox-wealth.com, or download our brochure for additional information.

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