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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.
Aktiva positioner av Joe Zappia
| Företag | Position | Start |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Compliance Officer | 2020-01-01 |
Joe Zappias utbildningar
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17
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Kopplade företag
| Privata företag | 2 |
|---|---|
Le Moyne College
 Le Moyne College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Finance |
