Joseph Zappia's Location
New York, United States
Joseph Zappia's Work
- Principal, Co Chief Investment Officer @ LVW Advisors
- Managing Director - Investments, Senior PIM Portfolio Manager, Zappia Investment Group @ Wells Fargo Advisors
- Branch Manager and Financial Consultant @ A.G. Edwards & Sons, Inc.
- Financial Consultant @ A.G. Edwards & Sons, Inc.
Joseph Zappia's Education
- Wharton School, University of Pennsylvania
Certified Investment Management Analyst (Investments and Securities)
2004 - 2004 - Le Moyne College
BS (Finance and Financial Management Services)
1983 - 1987
Joseph Zappia's Skills
- Portfolio Management
- Wealth Management
- Financial Advisory
- Investments
- Asset Allocation
- Finance
- Mutual Funds
- Series 7
- Retirement Planning
- Investment Management
Joseph Zappia's Summary
Joseph Zappia, based in New York, United States, is currently a Principal, Co Chief Investment Officer at LVW Advisors, bringing experience from previous roles at Wells Fargo Advisors and A.G. Edwards & Sons, Inc.. Joseph Zappia holds a 2004 - 2004 Certified Investment Management Analyst in Investments and Securities @ Wharton School, University of Pennsylvania. With a robust skill set that includes Portfolio Management, Wealth Management, Financial Advisory, Investments, Asset Allocation and more, Joseph Zappia contributes valuable insights to the industry. Joseph Zappia has 5 emails and 1 mobile phone number on RocketReach.
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