Profil
Mr. Joseph P.
Zappia is a Chief Compliance Officer, Co-CIO & Principal at LVW Advisors LLC.
He oversees LVW’s global investment operations, guiding wealth management team that is responsible for equity research, investment manager selection and portfolio construction.
He serves as the lead portfolio manager of the LVW Rising Dividend Strategy.
Before becoming a Principal at LVW, Mr. Zappia served as Managing Director of Investments for Wells Fargo Advisors and its predecessor firms.
He began serving clients at A.G Edwards in 1987.
He received his B.S.
from Le Moyne College in Syracuse, NY.
He earned his Certified Investment Management Analyst designation from the Wharton School of Business at University of Pennsylvania.
Aktive Positionen von Joe Zappia
| Unternehmen | Position | Beginn |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Compliance Officer | 01.01.2020 |
Ausbildung von Joe Zappia
| Le Moyne College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans. | Finance |
