![Vincent Zappola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Vincent Zappola
Gestore di Portafoglio-Azioni presso
JPMorgan Private Wealth Advisors LLC
Profilo
Mr. Vincent Zappola, CFA, is an Executive Director & Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
He designs customized wealth strategies and portfolios for high net worth individuals and multigenerational families.
He uses a goals-based approach when it comes to financial planning alongside a rules-based trading process as it relates to risk and investment management.
Before joining First Republic in 2021, Mr. Zappola was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management in New York.
Prior to Citi, Mr. Zappola worked as an Analyst and Trader for both an ultra-high net worth family office and a long-short equity hedge fund.
He began his career at A.G.
Edwards in 2000.
Mr. Zappola earned his bachelor’s degree in Business Management, concentration in Finance, from North Carolina State University.
He is a CFA charterholder and a member of the Chartered Market Technician Association.
Posizioni attive di Vincent Zappola
| Società | Posizione | Inizio |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestore di Portafoglio-Azioni | 01/03/2021 |
Precedenti posizioni note di Vincent Zappola
| Società | Posizione | Fine |
|---|---|---|
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Corporate Officer/Principal | 01/03/2021 |
Formazione di Vincent Zappola
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
North Carolina State University
 North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
