Michael John Tavella

Employer firm

Lebenthal Global Advisors, LLC CRD 283303

$972M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 07/2017
  Grant Thornton Llp
  New York, NY
• 07/2017 → Present
  Lebenthal Diversified Asset Management Inc.
  Hauppauge, NY
• 07/2019 → Present
  Lebenthal Global Advisors, Llc
  Hauppauge, NY

Other Businesses

(1) Lebenthal Diversified Asset Management Inc.; Investment-Related, Hauppauge, New York, Chief Financial Officer (07/2017), 40 hours per week. (2) Lebenthal Global Advisors, LLC; Investment-Related; Hauppauge, NY; Investment Adviser Representative (07/2019). (3) Property manager for the building that houses Lebenthal Global Advisors in Hauppage, NY. Not investment-related. The building is owned by my father, Dominick Tavella. It is a three-story building with additional tenants. I devote 15 hours per month to this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-18
• S63 Uniform Securities Agent State Law Examination
  2013-01-30

Designations

• Certified Financial Planner