Value statement

As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we help our clients with customized wealth management solutions for all stages of their life. As a client, every service we provide and solution we offer is directed toward helping preserve and enhance your wealth. Through relationships, expertise, and world-class capabilities, it is our mission to help you expand your opportunities and simplify your life.

Recognized by Forbes in 2024 as a Best-in-State Wealth Management Team

We are honored to be recognized on the Forbes Best-In-State Wealth Management Teams list for 2024. Thank you to Forbes, our clients and colleagues. We look forward to another great year of serving our valued clients.

Proud to work with a national award-winning teammate

At the Covell/Diconza/Newman Group, we are incredibly proud that Financial Advisor, James Covell, is a recipient of the following prestigious awards.  It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, James!

  • 2020, 2021, 2022 and 2023 Forbes Best-In-State Wealth Advisor
  • 2020 Financial Times Top 400 Financial Advisor


Media appearances & newsworthy events

Reuters TV Appearance

Our team was featured on Reuters TV regarding market volatility

Edward DiConza guest lectures at Columbia Business School 

In September 2016, Edward DiConza, Senior Vice President – Financial Advisor, was invited to be a guest speaker at Columbia Business School for their Real Estate Capital Markets course. The topics he lectured on included the interconnectivity of the capital markets and commercial real estate, interest rates, and global central bank activity.





Partner in Hope Award

In May 2016 our team was immensely honored to receive the 2016 Partner in Hope Award. We believe deeply in human dignity and equal opportunity, especially for those who are most vulnerable. We are, therefore, very proud to support the important work being done by Partners for Women and Justice to provide legal assistance to thousands of deserving women striving to escape abusive relationships and secure safety for themselves and their children.

Brooke, Jim, Jason and Ed pictured with Jane M. Hanson, Esq., the founder of Partners for Women and Justice

Citizens campaign fund for the environment receives $2,000 commitment from RBC Blue Water Project to protect local water

NEW YORK, June 2, 2016 – RBC announced today a donation of $2,000 to support the Citizens Campaign Fund for the Environment. Founded in 1989, they are a not-for-profit 501(c)(3) environmental organization providing sound scientific information and research to support prudent governmental policies and environmental practices and promoting environmental justice and environmental education to benefit residents of New York, Connecticut, and the Nation. Their work in New York and Connecticut is especially relevant to our team as we all have either grown up here, live here now, or have family here. The Citizens Campaign Fund for the Environment was chosen from among hundreds of applicants from around the world, based on their commitment to addressing water issues and protecting water in urbanized areas.

The RBC Blue Water Project is a historic, wide-ranging, 10-year global commitment to help protect the world's most precious natural resource: fresh water. Since 2007, RBC has pledged nearly $44 million to more than 740 charitable organizations worldwide that protect water, including the grants announced today, with an additional $8.8 million pledged to universities for water programs. For further information, visit


Meet the team

Learn more about our team.


Serving our clients in multiple locations:

  • Hampton Bays - 223 West Montauk Hwy. Suite 206, Hampton Bays, NY 11946-3536
  • New York City - 1211 Avenue of the Americas, Suite 3300, New York, NY 10036-8701
  • Westport - 285 Riverside Avenue, Suite 335, Westport, CT 06880-6261

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Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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When you choose to work with our team, you will have access to a web based application that helps ensure your financial world is organized, easy to understand, and always accessible to you. Click on the "Your Financial Picture" link above to see how we can help you simplify your financial life.