Dominic Cozzetto, CFA

Dominic Cozzetto is a Partner Advisor at AdvicePeriod. With over two decades of experience, Dominic manages the relationships with some of the firm’s most affluent and complex clients. He has extensive experience in tax and estate planning and managing investment portfolios for high-net-worth families.

Prior to joining AdvicePeriod, Cozzetto was a Senior Director and Team Leader for BNY Mellon. At BNY Mellon, he led a team of portfolio managers and was responsible for over $1 billion of private client and institutional assets. His prior experience includes portfolio management roles with a northwest-based bank and a nationally recognized investment manager.

Dominic is a CFA Charterholder and a graduate of Eastern Washington University with a bachelor’s degree in Finance and Economics. He is an avid triathlete and lives in Orange County, California where he enjoys many activities with his wife and four children. Dominic currently volunteers for the Goodwill Industries of Orange County, Serra’s Pantry Food Bank, and Mission Basilica School.

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