Joe Zappia

Compliance Officer bei LVW Advisors LLC

Finance

Consumer Services

Aktive Positionen von Joe Zappia

Unternehmen	Position	Beginn	Ende
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.	Analyst-Equity	01.05.2014	-
	Chief Investment Officer	01.05.2014	-
	Compliance Officer	01.01.2020	-
	Portfolio Manager-Aktien	01.05.2014	-

Le Moyne College

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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

Private Unternehmen

Finance