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Vesta Wealth Management
Vesta Wealth Management was established in 2013 by Daniele Ghiotti, a holder of CFA, CFP, CIMA, CMA, and CPWA credentials. The firm originated from his earlier...
Vesta Wealth Management
Vesta Wealth Management was established in 2013 by Daniele Ghiotti, a holder of CFA, CFP, CIMA, CMA, and CPWA credentials. The firm originated from his earlier portfolio-management work and operates today as a multi-family office advising multigenerational clients. Vesta deploys capital through fund-of-funds vehicles and direct holdings. Its mix includes public equities, private alternatives, and a private real estate portfolio focused on mixed-use assets. Allocations remain concentrated in North America. The firm maintains an open-architecture stance that permits both internal execution and external manager selection. The team includes Mary Norton, who serves as financial advisor and maintains membership in the Exit Planning Exchange. No additional offices are recorded. The firm previously operated under the name Banovia Wealth Management, LLC.
General information
Firm type
Multi Family Office
Year founded
2013
Location
Region
North America
Country
United States
City
Miami Beach
Corporate office
Miami Beach, FL, United States
Principals
Daniele Ghiotti
President and Principal Owner
Mary Norton
Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Vesta Wealth Management?
Daniele Ghiotti serves as President and Principal Owner and holds multiple professional designations including CFA and CFP.
What asset classes does Vesta Wealth Management allocate to?
The firm allocates across public equities, private alternatives, and a private real estate portfolio in North America.
Is Vesta Wealth Management a single or multi-family office?
Vesta Wealth Management operates as a multi-family office advising entrepreneurial and multigenerational families.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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