Domani Advisors

Sam Haddad is a financial advisor at Domani Advisors in New York, NY, holding a Series 66 designation with 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Domani Advisors serves individuals, high-net-worth clients, trusts, foundations, families, and small businesses, offering family-office style investment management and consolidated reporting. The firm employs a tailored investment process that includes fundamental, quantitative, and technical analysis, and utilizes strategies such as options trading, short sales, and margin within separately managed accounts.

Ricky Tawil is a financial advisor at Domani Advisors in New York, NY, holding a Series 65 designation with four years of industry experience. His career includes multiple roles at Domani Advisors and prior positions at firms such as Eureka Capital Partners LLC and The Glenmede Trust Company. Outside of his advisory work, Tawil provides independent consulting on software and technology projects for small to medium-sized businesses. Domani Advisors serves individuals, high-net-worth clients, trusts, foundations, families, and small businesses with a family-office style approach, offering investment management, consolidated reporting, and rollover guidance. The firm employs a tailored investment process that includes the use of derivatives and margin within separately managed accounts, supported by a small team overseeing approximately $304 million in regulatory assets under management.