Joe Zappia

Responsabile della Conformità presso LVW Advisors LLC

Finance

Consumer Services

Posizioni attive di Joe Zappia

Società	Posizione	Inizio	Fine
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	-
	Direttore degli Investimenti	01/05/2014	-
	Responsabile della Conformità	01/01/2020	-
	Gestore di Portafoglio-Azioni	01/05/2014	-

Le Moyne College

Undergraduate Degree

Distribuzione geografica

Stati Uniti

Posizioni

Settori

Finance	2
Consumer Services	2

Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Aziende private	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

Aziende private

Finance