Lavelle Capital

Wyatt Mcgovern is a financial advisor at Lavelle Capital with a Series 65 designation and one year of industry experience. His background includes roles at Tishman Capital Partners and multiple engagements with Columbia University. Lavelle Capital provides discretionary investment management and advisory services to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $305 million and offers tailored portfolios that may include allocations to third-party Independent Managers and Special Purpose Vehicles focused on private investments.

Brian Panter is a financial advisor at Lavelle Capital with nine years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs & Co. LLC for seven years before joining Lavelle Capital and its predecessor entity. Lavelle Capital provides discretionary investment management and advisory services to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm offers tailored diversified portfolios and may allocate assets to third-party Independent Managers or special purpose vehicles that focus on longer-horizon private investments.

Sanjeev Rao is a financial advisor at Lavelle Capital with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co., LLC for 15 years before joining Lavelle Capital. Lavelle Capital provides discretionary investment management and advisory services to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $305 million for a select client base and offers customized portfolios that may include allocations to third-party managers and private investment vehicles.