Giovanni Tiso is a wealth management financial advisor based in Lake Success, NY.
Giovanni Tiso joined CAPTRUST in 2021. He serves as a financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives. He works closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts.
Prior to CAPTRUST, Giovanni was with The Colony Group, a national wealth and business management advisor firm, where he served as an associate wealth advisor.
- Bachelor of Art degree in economics from Fordham University
- CERTIFIED FINANCIAL PLANNER™