Hauppauge, NY Office

Dominick Tavella is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Lebenthal Global Advisors since 2017 and holds leadership roles as President and Owner at affiliated entities including Lebenthal Diversified Asset Management Inc. Outside of advising, he serves as an unpaid commentator for Fox News and hosts The Lebenthal Report Podcast. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program with model-based, tax-sensitive strategies managed by its affiliated sub-adviser, Lebenthal Diversified Asset Management.

Joseph Dipierro is a financial advisor at Lebenthal Global Advisors, LLC with four years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Transcanada / Ravenswood for seven years. In addition to his advisory role, he is a licensed insurance agent. Lebenthal Global Advisors serves individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Michael Hartzman is a CFP® with 33 years of industry experience, currently serving at Lebenthal Global Advisors, LLC since 2017. He has held various roles within the Lebenthal organization since 2005, including positions at Lebenthal Wealth Planning, Inc. and Lebenthal Financial Services, Inc. Hartzman hosts The Lebenthal Report Podcast, a non-investment related radio broadcast. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Amanda Khait is a financial advisor at Lebenthal Global Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has been with Lebenthal Financial Services, Inc. and Lebenthal Global Advisors since 2015 and 2019, respectively. In addition to her advisory role, she is a licensed independent insurance producer specializing in life and annuity products. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Frank Loria is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with various Lebenthal entities since 2013, including Lebenthal Diversified Asset Management and Lebenthal Financial Services, Inc. Loria is also a licensed independent insurance producer specializing in life and annuities. Lebenthal Global Advisors serves individuals, trusts, retirement accounts, small businesses, and employee benefit plans, managing approximately $820 million in assets. The firm offers customized and model portfolios, financial planning, and pension consulting through a multi-advisor team, integrating advisory, brokerage, and insurance services.

Philip Tavella is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at Lebenthal Global Advisors since 2017 and has managed Philip Tavella Asset Management since 2016. Outside of his advisory work, he is a co-owner and president of Philip Joseph Jewelry, a business he has been involved with since 1990, as well as a co-owner of Argyle Jewelers. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary and limited non-discretionary portfolio management with financial planning at no additional charge, utilizing model-based strategies managed through its affiliated sub-adviser to provide diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

Nicholas Cappello is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the Lebenthal firms since 2012, currently serving as an investment adviser representative and head trader. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized portfolio management, financial planning, and pension consulting through a multi-advisor team managing approximately $820 million in assets.

Randolph Belonzi is a financial advisor at Lebenthal Global Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lebenthal firms since 2018. In addition to his advisory role, he is a licensed independent insurance producer and serves as a mortgage loan officer. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, and small business retirement plans with discretionary and limited non-discretionary portfolio management through a wrap fee program. The firm employs model-based strategies managed by an affiliated sub-adviser, offering diversified, tax-sensitive, and specialty investment approaches customizable to client objectives and risk tolerances.

Michael Tavella is a CFP® with seven years of industry experience, currently serving as an Investment Adviser Representative at Lebenthal Global Advisors, LLC since 2019. He has also held roles at Lebenthal Diversified Asset Management Inc. and previously worked at Grant Thornton LLP. Outside of his advisory work, he manages property for a building owned by his family in Hauppauge, NY. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm employs model-based, tax-sensitive investment strategies managed through its affiliated sub-adviser and provides discretionary portfolio management combined with financial planning for its clients.

Jonathan Grutman is an advisor at Lebenthal Global Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Lebenthal entities since 2011. Outside of his advisory role, he is a partner at Davis & Grutman, LLP, an accounting firm. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension plans. The firm offers discretionary portfolio management with model-based strategies managed through an affiliated sub-adviser, providing diversified and tax-sensitive investment options tailored to client objectives.

Gary Slavin is a financial advisor at Lebenthal Global Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at MML Investors Services, LLC and MetLife Securities Inc. Slavin serves on the boards of several chambers of commerce and is the author of a book titled *Pebbles on a Beach*. Lebenthal Global Advisors provides investment advisory services to individuals, including high-net-worth clients, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Henry Montag is a CFP® with 43 years of industry experience, currently serving as an advisor at Lebenthal Global Advisors, LLC. He has held roles at several firms including Lebenthal Financial Services, Inc., TLG Advisors, Inc., and Bristol Financial Services, Inc. Montag is also principal of The TOLI Center East, an insurance business. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

William Germanakos is a financial advisor at Lebenthal Global Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc., LabCorp Genetics, and EdLogics, LLC, where he continues to serve on the board of advisors with a minority ownership stake. Outside of advising, he is a regional manager at LabCorp Genetics, focusing on sales and service for medical clients. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business plans, providing discretionary portfolio management alongside financial planning. The firm employs model-based strategies managed through an affiliated sub-adviser, offering diversified and tax-sensitive portfolios customized to client goals.

Ely Bangiyev is an investment adviser at Lebenthal Global Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms, including BB Tax & Advisory Inc., where he serves as President and Owner. Outside of advisory work, he is a 50% owner of Knickerbocker Laundry Services LLC. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm employs model-based strategies managed through its affiliated sub-adviser, offering diversified, tax-sensitive portfolios tailored to client objectives and risk tolerances.

Andrew Gilmartin is a CFP® with one year of industry experience, currently serving as a financial advisor at Lebenthal Global Advisors, LLC. His prior experience includes roles at Northern Trust Wealth Management and Fiduciary Trust International. He is also a licensed insurance agent. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.