Our Team
Larry Luxenberg, Portfolio Manager, Partner
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Larry has worked as an investment manager for a quarter century, applying quantitative tools and managing more than $10 billion in assets.
From 1983-2001, Larry worked for The Guardian, rising to become the lead equity manager and co-head of the equity department. In 2001, he formed Lexington Avenue Capital Management. After 25 years as an active manager, Larry has become a convert to asset class investing.
Larry is a member of the Rockland Business Association, the Estate Planning Council of Rockland County, the CFA Institute, The Financial Planning Association of the Greater Hudson Valley. He is also president of the Cornell Club of Rockland, and a member of the New City Rotary, New City Chamber of Commerce, Mahwah Regional Chamber of Commerce, Greater Haverstraw Chamber of Commerce, the Westchester Business Connection and Sunset Toastmasters. Larry has also written extensively and spoken on Social Security strategies and retirement planning. In addition he is experienced with fiduciary accounts and his approach is ideally suited for endowment and foundation accounts. He offers green, sustainable and socially responsible alternatives.
He is an avid outdoorsman, having hiked the entire Appalachian Trail, and written about the long-distance hiking experience in the popular book, Walking the Appalachian Trail. A well-known volunteer, Larry founded the Appalachian Trail Museum. Read more about Larry.
Larry earned his B.A. Cornell University in 1977, his M.B.A. from the Columbia Business School in 1982. He earned his Chartered Financial Analyst designation in 1986. Larry is a board member of the Greater Hudson Valley Financial Planning Association and the Home Aides of Rockland. A financial advisor and investment advisor, Larry lives in Rockland County, New York. He has three children.
Charlie Lee, Director of Development
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Charlie has spent his career in semiconductors and electronic contract manufacturing, heading sales and marketing teams as well as serving as CEO of Techno Linc Corporation, a Bay Area contract manufacturer. Having made the transition from manufacturing partner to technology investor, he is well aware of the design and implementation of successful technology enterprise strategies. After selling the company, Charlie spent five years investing in early stage companies.
Just as these ventures plan to provide wealth for the entrepreneurs that create them, a well designed and implemented plan to preserve assets is essential. For successful individuals, fixed income and equity portfolios can also be vehicles for the growth of assets throughout one's lifetime. Charlie will guide clients through the decision making process by providing valuable and timely information on which to base their investment decisions. In addition to introducing an investment strategy, he is able to manage the relationships of outside experts with wealth protection and transfer in mind.
A Yale College graduate in History, Charlie has lived in the Bay Area since 1991, primarily in Woodside, California with his wife Elizabeth and three children. They enjoy travel, music, reading, cooking and outdoor activities. He is active in his children's athletic programs and school foundation and plays golf at his local club.