Market Overview

AdvicePeriod Attracts Top Talent From Global Custody Bank


The innovative firm fuels growth as a home for advisors defecting from old-fashioned banks and wire houses

LOS ANGELES (PRWEB) July 24, 2018

AdvicePeriod, a national network of like-minded advisors, is pleased to announce the addition of Dominic Cozzetto, CFA, as a Partner Advisor.

Cozzetto was previously a Senior Director and Portfolio Management Team Leader for BNY Mellon Wealth Management. He is an exceptional planner with decades of experience in the industry and a history of working with sophisticated clients.

Rather than start his own firm, Cozzetto decided to join AdvicePeriod because it gave him more capabilities for his ultra-high net-worth clients. AdvicePeriod has a specialized team, the Lab, that consistently innovates the tax and estate planning process.

"It's hard to find advisors who have the expertise to work with this client segment," says Steve Lockshin, AdvicePeriod Principal. "Dominic's experience and advanced planning abilities make him an ideal addition to the company at this time of rapid growth."

"I was drawn to AdvicePeriod by the team's focus on planning and their expertise dealing with some of the country's most complex and wealthy families," shares Cozzetto. "The current model of selling investments at wire houses and big banks is completely broken. I want to be part of the solution and create real value for clients."

Cozzetto is yet another significant addition to the quickly expanding AdvicePeriod team, which is on pace to continue its pattern of nearly 100% year-over-year growth. They attribute this expansion to their disruptive strategy in the outdated landscape of the wealth management industry.

"Our industry is undergoing significant change fueled by technology," says Lockshin. "By positioning ourselves ahead of the curve, we can attract the best teammates and clients that are looking for something better."

AdvicePeriod has added seven Partner Advisors in 2018 and seeks to increase that trajectory as the national network of advisors continues to gain notoriety. More announcements from the firm are expected in the coming weeks.

About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit:

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