Avi Mizrahi is President of Capstone Private Wealth of Wells Fargo Advisors Financial Network. He established the practice with a vision to bring access to banking and lending solutions through Wells Fargo affiliates and investment capabilities into one cohesive platform, creating a seamless experience designed to support long-term financial freedom through an integrated approach.
A seasoned wealth management executive, Avi has a track record of leading advisory organizations and helping drive sustained growth across complex financial services environments. He is known for helping strengthen advisory networks, shaping strategic direction, and creating a culture that fosters engagement, collaboration, and a strong sense of shared purpose.
Avi began his wealth management career as a successful Financial Advisor at JPMorgan Chase, where he developed a deep understanding of client needs and the advisory relationship. He was later promoted into a senior leadership role overseeing a team of Manhattan-based advisors, giving him a unique perspective on both the client and advisor experience that continues to shape his leadership approach today.
Prior to founding Capstone Private Wealth, Avi served as Regional Vice President of Business Development and Advisor Engagement at Osaic Wealth. In this role, he focused on advisor recruitment, organizational design, and growth strategy, consistently driving strong performance and engagement across the platform.
Earlier in his career, he held senior leadership positions at Capital One, where he led investment distribution strategy, executed complex advisor transitions with full retention, and developed high-performing teams across the Northeast. His leadership has been recognized with multiple national awards for performance, retention, and organizational excellence.
Avi is recognized for his ability to align vision with execution, build environments that support both performance and longevity, and create a family-oriented culture that attracts and retains top advisory talent. His expertise spans business development, strategic planning, advisor engagement, and leadership within highly regulated financial environments.
Avi maintains several FINRA securities registrations including the Series 7, 24, 53, 63 and 65 as well as Life, Accident & Health Insurance. He also holds a Certificate in Financial Planning from the University of Richmond. He received a Master’s degree in Management from Fordham University and a Bachelor’s degree in Finance from Baruch College.