Jon Lopresti
Managing Director, Investment Banker at Umergence
Austin, Texas, United States
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Jon Lopresti’s Email jon.lopresti@deccapwm.com
Social Media
Jon Lopresti’s Location Austin, Texas, United States
Jon Lopresti’s Current Industry DECCA | Private Wealth Management Umergence
Jon Lopresti’s Prior Industry J.P. Morgan Private Bank | Morgan Stanley | Merrill Lynch | AXA Advisors, LLC
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Work Experience
DECCA | Private Wealth Management
Founder CEO - CIO
2023-07-01 - Present
Umergence
Managing Director, Investment Banker
2023-01-01 - Present
J.P. Morgan Private Bank
Vice President, Banker
2022-03-01 - 2022-12-01
Morgan Stanley
Financial Advisor
2016-03-01 - 2022-03-01
Merrill Lynch
Senior Financial Advisor - Wealth Management Advisor
2011-02-01 - 2016-03-01
AXA Advisors, LLC
Financial Consultant
2009-08-01 - 2010-03-01Skills
Languages
FAQ About Jon Lopresti
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Jon Lopresti is located at
Austin, Texas, United States -
Jon Lopresti is a Managing Director, Investment Banker at Umergence
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Jon Lopresti currently works in the DECCA | Private Wealth Management | Umergence |
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No Languages Available
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Jon Lopresti has prior
experience in the following industries:
J.P. Morgan Private Bank | Morgan Stanley | Merrill Lynch | AXA Advisors, LLC -
Jon Lopresti has the following professional experience:
DECCA | Private Wealth Management | Umergence | J.P. Morgan Private Bank | Morgan Stanley | Merrill Lynch | AXA Advisors, LLC -
You can view Jon Lopresti’s LinkedIn profile at LinkedIn URL
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Jon Lopresti’s work email
addresses are
jon.lopresti@deccapwm.com -
DECCA | Private Wealth Management | Umergence |
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