Joseph Zappia

Joseph Zappia

Principal @ LVW Advisors | CIMA, Wealth Management
Pittsford, New York, United States

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Work Experience

LVW Advisors

Principal, Co Chief Investment Officer

2014-05-01 - Present

Wells Fargo Advisors

Managing Director - Investments, Senior PIM Portfolio Manager, Zappia Investment Group

2007-07-01 - 2014-05-01

A.G. Edwards & Sons, Inc.

Branch Manager & Financial Consultant

2004-01-01 - 2007-06-01

Skills

high net worth institutions research estates private foundations entrepreneurs affluent individuals nonprofits foundations athletes entertainers wealth management investment management risk management financial ultra high net worth investment advisors financial planners cima cfa cfp

Languages

English