Dominick Tavella
President | Chief Investment Officer
Four decades of disciplined leadership in wealth management.
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.
Core Services
Dominick’s investment philosophy is rooted in a simple but enduring principle: stay focused on long-term financial goals and maintain disciplined diversification.
Wealth Management
Integrated financial strategies designed to help individuals and families grow, manage, and preserve wealth over time.
Institutional Advisory
Providing investment guidance and strategic insight to institutions seeking disciplined portfolio management and oversight.
Retirement Planning
Helping clients prepare for retirement with strategies focused on sustainable income, capital preservation, and long-term security.
Long-Term Financial Planning
Helping clients stay focused on long-term financial goals while navigating changing market environments and economic cycles.
Securities offered through Lebenthal Financial Services,Inc. Member FINRA/SIPC, Headquartered at 500 North Broadway Suite #238 Jericho, NY 11753 phone: 516-349-5555. Check the background of this firm on FINRA's BrokerCheck.
The information provided on this website does not constitute an offer to sell securities in, or an offer directed to, any resident of any jurisdiction in which the Agents of Lebenthal Financial Services, Inc. are not registered. All investment decisions should be made based on individual circumstances, needs and goals after a discussion with your Financial Professionals.
Investment advisory services offered through Lebenthal Global Advisors, LLC headquartered at 200 Parkway Drive South, Suite #200, Hauppauge NY 11788
Lebenthal Global Advisors, LLC is a SEC Registered Investment Advisor. Information about the qualifications and business practices of Lebenthal Global Advisors LLC is available on the SEC’s website at www.advisorinfo.sec.gov.
Investment Management
Strategic portfolio management built around disciplined diversification, long-term objectives, and thoughtful risk management.
Estate Planning Strategies
Working with clients and their advisors to help ensure assets are transferred efficiently and aligned with long-term family goals.