President | Chief Investment Officer

Dominick Tavella is the President and Chief Investment Officer of Lebenthal Global Advisors, where he leads the firm’s strategic direction and investment philosophy. With over 40 years of experience in the financial services industry, Dominick is recognized for his disciplined, long-term approach to wealth management and his unwavering commitment to client success.

Prior to joining Lebenthal Global Advisors, Dominick was the founder and president of Diversified Private Wealth Advisors, an independently owned registered investment advisory firm serving the tri-state area. Under his leadership since its inception in 1984, Diversified Private Wealth Advisors grew to become a respected and successful wealth management firm, known for its personalized service and enduring client relationships.

Throughout his career, Dominick has guided individuals, families, and institutions through every economic cycle by adhering to a core principle: focus on long-term financial goals and maintain disciplined diversification—rather than reacting to short-term market fluctuations. This philosophy remains at the heart of his investment strategy today.

A seasoned financial advisor and thought leader, Dominick continues to shape the industry through his deep expertise, ethical standards, and passion for helping clients achieve lasting financial security.

Compliance Officer | Operations Manager

Thomas Katovitz has served as Chief Compliance Officer at Lebenthal Global Advisors since 2016. In this role, he is responsible for overseeing the firm’s compliance program and ensuring adherence to all regulatory requirements. His leadership helps maintain the integrity and transparency that clients and regulators expect from a trusted investment advisory firm.

With a strong background in regulatory oversight and risk management, Tom designs and implements comprehensive compliance policies that align with both industry standards and the firm’s commitment to ethical, client-first practices. He works closely with executive leadership and team members across departments to foster a culture of accountability and operational excellence.

Since joining LGA, Tom has been instrumental in strengthening the firm’s compliance infrastructure, helping to ensure a secure, well-governed environment that supports long-term client confidence and success.

Chief Financial Officer | Investment Advisor Representative

Michael Tavella, CFP®, CPA, has served as Chief Financial Officer and Investment Advisor Representative at Lebenthal Global Advisors since 2017. With a unique blend of financial leadership and client advisory expertise, Michael plays a key role in driving the firm’s financial strategy while guiding clients toward long-term financial success.

As CFO, Michael oversees all aspects of the firm’s financial operations, including budgeting, forecasting, and strategic planning. His CPA background brings a high level of rigor and accountability to the firm’s internal processes, helping ensure operational efficiency and financial transparency.

In his role as an Investment Advisor Representative, Michael works directly with clients to develop comprehensive, personalized financial plans. As a Certified Financial Planner™ professional, he brings a holistic approach to wealth management—integrating investment strategy, tax planning, retirement, and estate considerations to help clients achieve their financial goals with clarity and confidence.

Michael’s dual expertise as a CFP® and CPA allows him to deliver well-rounded advice and deep insight, making him a trusted advisor to both clients and colleagues. Since joining Lebenthal in 2017, he has been instrumental in upholding the firm’s reputation for integrity, discipline, and exceptional client service.

Head of Trading | Investment Advisor Representative

Nick Cappello has been a key member of Lebenthal Global Advisors since 2011, serving as both Head of Trading and an Investment Advisor Representative. In these dual roles, Nick brings together deep market expertise and a client-focused mindset to deliver precise execution and personalized investment guidance.

As Head of Trading, Nick oversees all aspects of the firm’s trading operations, ensuring that client transactions are handled with accuracy, efficiency, and in alignment with strategic investment goals. His commitment to best execution and real-time market awareness helps drive consistent value and reliability for the firm’s clients.

In his capacity as an Investment Advisor Representative, Nick works directly with clients to develop tailored investment strategies that reflect their individual financial objectives and risk tolerance. His thoughtful approach and dedication to service help foster long-term relationships built on trust and performance.

With over a decade of experience at the firm, Nick continues to be a vital part of Lebenthal’s mission to provide disciplined, client-centered wealth management solutions.

Premiere Client Relationship Manager

With over a decade of experience at Lebenthal Global Advisors, Christine serves as a Premier Client Relationship Manager, working closely with the firm’s premier high-net-worth clients. Known for her commitment to exceptional service, personalized attention, and deep understanding of clients’ needs, she plays a central role in ensuring that each relationship is nurtured with care and professionalism.

In addition to managing a distinguished client portfolio, Christine oversees the client relationship management team, providing leadership, training, and strategic direction to ensure a consistently high standard of service across the firm. Her collaborative approach and attention to detail help foster trust and long-term partnerships with clients and their families.

Drawing on years of experience in financial services, Christine is passionate about creating meaningful connections and delivering an outstanding client experience. Her dedication reflects the firm’s core values of integrity, excellence, and long-term financial stewardship.

What I enjoy most about my role is getting to know our clients and helping them feel confident and comfortable with their financial journey. Whether it’s answering questions, coordinating with advisors, or simply being a familiar, reliable point of contact—I’m here to make things easier and more personal.

Head of Retirement Planning | Investment Advisor Representative

Joseph DiPierro is the Head of Retirement Planning and an Investment Advisor Representative at Lebenthal Global Advisors, where he helps clients build confident, secure futures through thoughtful, personalized retirement strategies. Since joining the firm in 2021, Joseph has been dedicated to guiding individuals, families, and business owners through the complexities of retirement planning with clarity and care.

With a strong focus on long-term goals, Joseph combines deep financial knowledge with a client-first approach to create customized retirement plans that align with each client’s unique lifestyle, timeline, and objectives. As both an advisor and an advocate, he works closely with clients every step of the way—from accumulation to distribution—to help them make informed decisions and feel at ease about their financial future.

Whether navigating investment strategies, income planning, or legacy considerations, Joseph brings professionalism, insight, and a genuine passion for helping people retire with confidence.

Executive Assistant & Operations Liaison

Rosette Basiima has served as Executive Assistant and Operations Liaison at Lebenthal Global Advisors since 2022, where she plays a key role in ensuring smooth and efficient day-to-day operations. With a strong background in administrative support and organizational coordination, Rosette brings a detail-oriented approach to her work, supporting executive leadership and acting as a bridge between departments to enhance communication and operational effectiveness.

Known for her professionalism, discretion, and problem-solving skills, Rosette is instrumental in streamlining internal processes and maintaining a high standard of support across the firm. Her dedication to client service and team collaboration reflects the core values of Lebenthal Global Advisors.

Rosette holds a deep appreciation for structure, integrity, and responsiveness in a fast-paced financial services environment—traits that make her a valued member of the team.

Investment Advisor Representative & Client Service Representative

Jonathan Schott has been part of Lebenthal Global Advisors since 2023, serving as both an Investment Advisor Representative and Client Service Representative. In this dual role, Jonathan supports clients with thoughtful, personalized service while also assisting the advisory team in portfolio management and account administration.

With a strong commitment to building lasting client relationships, Jonathan helps ensure that each client experience is smooth, responsive, and aligned with their long-term financial goals. He brings a professional yet approachable style to every interaction and is focused on delivering the high standard of care that defines Lebenthal Global Advisors.

Jonathan’s role bridges client-facing service with operational efficiency, making him a key part of the firm’s mission to guide clients with trust, clarity, and consistency.

Investment Advisor Representative

Phil Tavella is an Investment Advisor Representative at Lebenthal Global Advisors, bringing many years of experience in financial services. He provides personalized investment management and financial planning solutions tailored to the unique needs of individuals, families, and small businesses. With a client-first approach and a strong focus on long-term growth, Phil is dedicated to helping clients achieve their financial goals with clarity and confidence.

Learn More About Phil

Vice President, Women & Investing | Investment Advisor Representative

Tracy Byrnes is Vice President of Women & Investing at Lebenthal Global Advisors, where she focuses on helping clients, women in particular, take control of their financial futures with confidence and clarity. A seasoned financial professional and longtime media contributor, including holding anchor/reporter positions at Fox Business for 10 years, Tracy blends her expertise in wealth management and journalism to deliver thoughtful, personalized guidance. With an MBA in accounting, a CDFA® designation, and years of experience advising high-net-worth individuals, Tracy is passionate about empowering clients through every stage of life.

Learn More About Tracy

Client Relationship Manager

Laura Collett serves as a Client Service Representative in the Marco Island office of Lebenthal Global Advisors.  Drawing on years of customer service experience, she is committed to creating a seamless, positive client experience while building meaningful relationships and understanding each client’s unique needs and goals.

Laura began her career as a licensed insurance agent specializing in Medicare consultations before serving as an Executive Assistant to a financial advisor at Northwestern Mutual. After relocating to Florida more than five years ago, she spent several years working with nonprofit organizations in the Naples area. Although she valued the opportunity to serve the community, Laura ultimately realized that client service within the financial industry was where her skills and passion were best aligned.

Today, Laura takes pride in delivering exceptional service, fostering strong client relationships, and supporting clients throughout their financial journey. She believes that responsiveness, attention to detail, and genuine care are the cornerstones of outstanding customer service.

Client Relationship Manager

Grant Post serves as a Client Relationship Manager at Lebenthal Global Advisors, where he provides financial advisors and our clients with comprehensive, relationship driven wealth management strategies. Based in the Marco Island, Florida office, Grant serves as the primary point of contact for the firm's Gold level households. He specializes in delivering fiduciary-level, white-glove experiences and expertise. In addition to his work with individual households, Grant collaborates closely with the firm's portfolio management team and serves as a core liaison for all day-to-day needs to drive client retention and firm growth. 

Prior to joining Lebenthal Global Advisors, Grant earned his Bachelor's Degree in Finance from the University of Arizona. He built a strong foundation in wealth management in Washington, D.C., where he spent almost two years as an Associate Portfolio Manager, helping oversee approximately half a billion in assets under management. Grant leverages deep technical experience to streamline the client onboarding experience and ensure client expectations remain perfectly aligned with Lebenthal Global Advisor's standard of client service. 

A native and long-time resident of Naples, Florida, Grant believes in building trusted, multi-generational relationships grounded in integrity and hard work. Reflecting the firms commitment to community, Grant has a long history of local volunteerism, dedicating months of hands-on disaster relief and property reconstruction for local residents following major hurricanes. Outside of the office, Grant is an avid competitive golfer and can frequently be found on local golf courses, or spending the time in the Florida Keys fishing.