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Noted Financial Advisor and Television Commentator Tracy Byrnes Joins Lebenthal Global Advisors as Vice President, Women and Investing

News provided by news direct2025-04-29

--News Direct--

Lebenthal Global Advisors, a full-service registered investment advisor with an emphasis on financial and retirement planning, today announced that Tracy Byrnes, the well-known financial commentator and financial advisor, has joined the company as Vice President, Women and Investing.

Byrnes, who most recently was a financial advisor at UBS, will lead Lebenthal’s outreach to women investors and build the company’s high-net-worth practice.

“Tracy Byrnes has been the face of empowerment for women investors for decades, and her work to build wealth for multiple generations of women closely aligns with Lebenthal’s mission,” said Dominick Tavella, President of Lebenthal. “With Tracy joining our firm, we’ll be able generate more awareness for these important issues, with a focus on helping investors achieve their goals and financial security for decades to come.”

Byrnes has spent her career as a journalist, influencer and financial advisor within the wealth management sector. She spent nearly a decade as an anchor and reporter for the FOX Business Network, after roles at several media organizations, including TheStreet. Since 2018, she has worked as a financial advisor at UBS.

“I have long admired Dominick and what he and his team have built at Lebenthal, a firm that has helped provide financial security for families for a century,” Byrnes said. “I look forward to helping the team preserve and create wealth for women and all families looking to take advantage of the many diverse opportunities within the public and private markets.”

Before joining media, Byrnes spent several years as a Senior Accountant at EY. She has a bachelor’s degree in economics from Lehigh University and a Master of Business Administration in accounting from Rutgers University.

About Lebenthal Global Advisors

Lebenthal was first established in 1925 by husband-and -wife Louis and Sayra Lebenthal, and subsequently became a household name by the TV spots and print ads featuring their affable son, Jim, that ran nationally. In 2018, Michael Hartzman, CFP, and Dominick Tavella — who first partnered and brought their practices together in 2012 — were approached by Andy Grillo, former president of Lebenthal Wealth Advisors, about acquiring the legendary brand from the founder's grandchildren. The duo — who were already known on Long Island and in South Florida as successful independent advisors with high-touch, client-centric financial practices —formally purchased the Lebenthal brand in 2019 and began the process of merging all of their activities under the Lebenthal banner. Hartzman had been President of Broker/Dealer Bristol Financial Services, which has since evolved into Lebenthal Financial Services Inc., located in Jericho, N.Y. Tavella had served as President of Diversified Private Wealth Advisors, a Registered Investment Advisory firm that now operates under the Lebenthal Global Advisors name. Today, the combined firms represent more than $1 billion of client assets. For more information, please visit www.lebenthal.com.