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.