Our Story

We believe in establishing credibility with you through our actions and our results. 

We deliver a wide range of capabilities to help address the complex, multifaceted challenges of managing significant wealth.

We have brought together a deep and capable team, committed to each other and our clients to provide industry-leading service to you and your family.VIRTUAL FAMILY OFFICE CAPABILITIESCORPORATE AND EXECUTIVE CAPABILITIES
Services Include
  • Wealth Management1
  • Asset Management2
  • Estate Planning Strategies3
  • Executive Financial Services4
  • Philanthropic Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

CREDIBLE, CAPABLE AND COMMITTED TO YOUR SUCCESS

At The Novelli Group, we are a dedicated team of experienced financial professionals with a common mission: to exceed our clients’ expectations. We share proven principles that guide our efforts, and follow a disciplined process to developing long-term, dependable and predictable plans designed to meet each of your most important priorities.

Working with a highly accomplished clientele of successful individuals, families and their employers, we have structured our practice to address the complex wealth management challenges affluent people like you face. We are client-centered and solution-oriented, creating and delivering customized strategies and providing access to world-class thought leaders and financial resources. We think in terms
of solutions, not products.

We look forward to meeting you and your family to learn more about your needs, goals and challenges, and how the capabilities we bring to the table can help you address them.

    PROVEN PROCESS

    As you achieve significant financial success, you begin to face a number of distinct challenges and complications managing your affairs. You begin to face more complex investment choices, and your decisions may take on greater consequences. In a world that has become increasingly complex against a backdrop of capital markets that demand greater attention than ever before, you also want to protect your interest, your family and your hard-earned resources.

    The complexity surrounding many of your financially related decisions requires thoughtful, thorough analysis. Our team’s depth and experience in analyzing complex matters serves as a critical foundation upon which you can consider alternative approaches. Our focus on solutions, not products, allows us to assess problems from different vantage points in efforts to identify effective solutions for you and your family.

    Helping families consider risks carefully by outlining and quantifying them, and then comparing risks to potential returns, helps us tailor optimal approaches. Our clients are focused on priorities like capital preservation and performance, but perhaps like you, they are also concerned about the impact of inflation, debt, volatility, taxes and intergenerational transitions.

    Our experienced advisors are available to provide thoughtful and thorough insight that helps you make informed decisions, whether that is assessing measures of risk in a portfolio, identifying factors that might cause a decline in value, or seeking to understand the probability that trusts set up for heirs will meet their stated income distribution rates.


    “It takes a lifetime to accumulate wealth, but it can be lost in a blink of an eye. Be Prudent….
    Be Thoughtful.”

    —David A. Novelli

      PROVEN PRINCIPLES

      In the process of working with numerous affluent families over the course of many decades, we have developed a core set of principles that underpin our investment philosophy. This is the bedrock upon which we create highly customized strategies to address your family’s specific needs and goals.
      • OUR APPROACH TO DISCRETIONARY PORTFOLIO MANAGEMENT
        We are hands-on investment professionals who manage discretionary portfolios for many of our clients within our team, relying on our four portfolio managers and a range of strategies designed to meet different priorities you might have. This responsibility as portfolio manager demands each and every day that our advisors are abreast of, and seeking to understand, the economy near home and far away. We believe that success in capital market investing requires three essential traits: time, temperament and talent. We discern and draw our own conclusions and establish our own opinions in making investment decisions. With a fully open architecture platform, we have the latitude to choose investments for our clients based solely on our assessment of what is right for them.

        We are also supported by one of the industry’s leading investment firms, Morgan Stanley. This allows us to provide our clients with access to the insights, research and analysis of thought leaders, ranging from Morgan Stanley’s renowned Global Investment Committee to award-winning sector analysts, to experts in asset allocation and alternative investments.

      ALIGNED INTERESTS. SHARED VALUES.

      I started working over three decades ago and am nearing 30 years on Wall Street. In addition to being a financial advisor, I would describe myself as a professional saver, thoughtful investor and prudent practitioner.

      In my opinion, today’s financial landscape is more complicated and convoluted than ever before. Geopolitical conditions evolve rapidly, information transitions instantly and decisions are often demanded swiftly. Our team is organized to function like a virtual family office, designed to help our clients through the labyrinth prudently. When I face my own retirement, this is what I’ll expect from my advisors, and why we’ve become the team we are today. I want to be surrounded by energetic, motivated, capable and young professionals.

      I learn from them, listen to them, and challenge their views and opinions. I do my best to make them think and think again about what can go right but also about what can go wrong. And we expect our clients to do the same.

      When I retire, this is the team I’ll trust to help me and my family through the good episodes and the challenging ones, knowing that over the balance of my years, I’ll have wise counsel and thoughtful advice.

      This is our team and my virtual family office. I invite you to join me as one of our clients.

      David A. Novelli
      Managing Director

        Location

        600 Travis
        Suite 3700
        Houston, TX 77002
        US
        Direct:
        (713) 512-6652(713) 512-6652

        Meet The Novelli Group

        About Me

        David A. Novelli
        Managing Director
        Private Wealth Advisor
        Senior Portfolio Management Director

        •             Certified Financial Planner™

        •             University of Texas - BBA in Accounting

        •             Born in Houston, Texas

        •             Enjoys running, skiing, flying, travel and spending time with his sons


        david.a.novelli@morganstanleypwm.com
        713-512-4519
        Securities Agent: TX, OK, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1274484

        About Me

        Lindsey M. Cooksen
        First Vice President
        Private Wealth Advisor
        Senior Portfolio Manager
        • Stanford Graduate School of Business — MBA
        • Stanford University — Master’s in Education
        • Rice University — B.A. in Economics, Managerial Studies, Kinesiology
        • Certified Financial Planner

        • Born in Plano, Texas.
        • Lindsey and her husband, Rich, have two children. Lindsey enjoys reading, basketball and travel.


        lindsey.cooksen@morganstanleypwm.com
        713-512-4508
        Securities Agent: TX, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1272781

        About Me

        John C. Vander Voort
        Senior Vice President
        Private Wealth Advisor
        Stock Plan Director
        Senior Portfolio Manager
        • New York University — MBA in Finance
        • University of Albany — B.A. in Economics
        • Certified Equity Professional and Certified Financial Planner TM
        • Born in Middletown, New York.
        • John and his wife, Laura, have three children. John enjoys cooking, fitness and the outdoors.
        john.c.vandervoort@morganstanleypwm.com
        713-512-4462
        Securities Agent: TX, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; General Securities Principal; Investment Advisor Representative
        NMLS#: 1272858

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