Cove Private Wealth, LLC

Peter Burkly is a CFA® charterholder with over eight years of experience in financial services. He is currently an advisor at Cove Private Wealth, LLC and previously worked at Deutsche Bank and Bank of America/US Trust. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment process that includes fundamental, technical, and qualitative analysis along with strategic asset allocation and uses derivatives and option-writing strategies within separately managed accounts.

Jeffrey Whalen is a financial advisor at Cove Private Wealth, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2020 to 2024, and at Bank of America from 2010 to 2020. Cove Private Wealth provides comprehensive portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, technical, sector, and qualitative analysis with strategic asset allocation and duration management, utilizing a wide range of instruments including derivatives and option-writing strategies.

Joseph Capezza is a financial advisor at Cove Private Wealth, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Deutsche Bank, Merrill Lynch, and Banc of America Investments. Cove Private Wealth provides portfolio management and retirement plan consulting for high-net-worth individuals, trusts, estates, and employer-sponsored retirement plans. The firm employs a multifaceted investment approach that incorporates fundamental, technical, sector, and qualitative analysis, and uses a variety of instruments including derivatives and option-writing strategies within separately managed accounts.