![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
Gestionnaire de Portefeuille-Actions chez
JPMorgan Private Wealth Advisors LLC
Profil
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.
Postes actifs de Vincent Zappola
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/03/2021 |
Anciens postes connus de Vincent Zappola
| Sociétés | Poste | Fin |
|---|---|---|
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 |
Formation de Vincent Zappola
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
