Cove Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$446,220,537
Clients
92
Advisors
5
across 3 offices
About
Cove Private Wealth primarily serves high-net-worth individuals, trusts, estates, charitable organizations and retirement plan sponsors, providing comprehensive portfolio management and retirement plan consulting. The firm generally requires a multi‑million dollar account minimum for its discretionary portfolio services and does not target non‑high‑net‑worth individual clients.
The firm combines fundamental, technical, sector and qualitative analysis to construct diversified portfolios and employs periodic rebalancing and explicit risk controls. Its investment implementation includes a wide range of instruments — from individual stocks, bonds, ETFs and mutual funds to alternative investments and structured products — and it specifically uses options and other derivatives strategies (including option writing) within separately managed accounts.
Compared with peers, Cove manages roughly $455 million for about 92 clients with a three‑advisor team, implying relatively high assets per client and an emphasis on customized, more complex or less liquid investments such as private funds, private equity and REITs. The firm also relies on institutional custody and trading platforms that provide research and execution services used in portfolio implementation, which can affect trade routing and execution considerations.
Client services
Expertise
Occupation focus
Fee options
$0 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.85% $25,000,000 - $50,000,000: 0.70% $50,000,000+: 0.60%
Account minimum: $5,000,000
Main office
See office44 Yellow Cote Rd.
Oyster Bay NY 11771
Advisors at this office
3
Offices (3)
Most active in
Connecticut · Florida · New Hampshire · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Peter B
CFA®, Series 63, Series 65
Hampton, NH
Cove Private Wealth, LLC
Peter Burkly is a CFA® charterholder and investment advisor with Cove Private Wealth, LLC, located in Hampton, NH. He has six years of experience at Deutsche Bank and four years at Bank of America/US Trust. Burkly joined Cove Private Wealth in 2026 and holds Series 63 and Series 65 licenses. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, sector, and qualitative analysis, alongside risk controls and the use of derivatives within separately managed accounts.
Santo V
Series 65, Series 66
Oyster Bay, NY
Cove Private Wealth, LLC
Santo Vicenzino is a financial advisor at Cove Private Wealth, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes roles at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, offering portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, sector, and qualitative analysis to build diversified portfolios and employs a wide range of investment instruments, including options strategies within separately managed accounts.
Jeffrey W
Series 66
Oyster Bay, NY
Cove Private Wealth, LLC
Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Bank of America. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors, focusing on comprehensive portfolio management and retirement plan consulting. The firm emphasizes diversified portfolios that incorporate fundamental, technical, sector, and qualitative analysis, utilizing a range of investment instruments including options and derivatives strategies.
Joseph C
Series 65
Oyster Bay, NY
Cove Private Wealth, LLC
Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.
Lori J
Series 63, Series 66
Boynton Beach, FL
Cove Private Wealth, LLC
Lori Jackson is a financial advisor at Cove Private Wealth, LLC with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, Bank of America, N.A., and Merrill. Cove Private Wealth serves high-net-worth individuals, trusts, estates, charitable organizations, and retirement plan sponsors by providing comprehensive portfolio management and retirement plan consulting. The firm employs a diversified investment approach that incorporates fundamental, technical, sector, and qualitative analysis, with an emphasis on customized strategies including the use of options and alternative investments.
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