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Nicholas Lampone named Chief Strategy Officer (CSO) at PVI

PVI announced this morning that industry executive, Nick Lampone joined the firm as the CSO. Mr. Lampone has spent over 20 years in the financial industry, most recently as Principal and Director of Trading at Dalzell Trading.

His experience includes 15 years at Janney Montgomery Scott where he was Managing Director and held the role of Head of Sales Trading & Trading. Mr. Lampone supervised the trading desk and equity back-office operations while actively executing trades for some of the largest buy-side firms on Wall Street. Before Janney, Nick worked at Knight Trading as an equity sales trader where he covered a comprehensive list of major buy-side institutions. Mr. Lampone holds the following FINRA registrations: Series 24, 7, 57/TP, 6, 63, 65, and 99.

Harry Morad, Managing Partner of PVI, stated, “The entire team is excited to work with Nick. We believe Nick to be the perfect fit for the CSO position. As the CSO, Nick will work closely with the leadership team and advisory board. This will ensure the firm’s strategic plans and initiatives are being properly executed. His experience and vision will play an important role as PVI embarks on the second phase of growing AUM from 1B+ to 5-10B. Nick’s industry knowledge, work ethic, passion, leadership and team building capabilities will undoubtedly enhance client solutions.”

Mr. Lampone stated, “I am delighted to join the PVI team. They have built an exceptional firm with professionals of diverse backgrounds. This is an important distinction as varying viewpoints and experiences allow PVI to provide clients with impartial guidance and a unique perspective that always places the client first.”

PVI is an SEC registered RIA and works with high-net-worth families and institutions across the country. Assets are primarily held in custody at Schwab and TD Ameritrade as services range from portfolio management, estate and succession planning, banking, consulting, etc. For more information, please contact PVI at


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