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David Kates is a Senior Vice President at Lenox Advisors, responsible for working with both individual and corporate clients of the firm. David specializes in providing those clients with comprehensive, integrated solutions regarding wealth management, estate planning and employee benefits strategies. David graduated with a bachelor’s degree in History from Lehigh University and a Juris Doctorate from the Delaware Law School of Widener University. Prior to joining Lenox Advisors, David ran a successful financial planning and employee benefits practice at AXA Advisors. | 