Oyster Bay, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cove Private Wealth, LLC
Team
Firm-wide stats for Cove Private Wealth, LLC
Clients per advisor
18 Very LowAvg AUM per client
$4,850,223 Very HighHNW client ratio
100% Very HighAbout
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.
Based on Cove Private Wealth, LLC
Expertise
Based on Cove Private Wealth, LLC
Location
44 Yellow Cote Rd.
Oyster Bay NY 11771
Advisors at this office
3
Advisors at this office
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.
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