Vincent Zappola
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
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.
Actieve functies van Vincent Zappola
| Bedrijven | Functie | Begin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-03-2021 |
Eerdere bekende functies van Vincent Zappola
| Bedrijven | Functie | Einde |
|---|---|---|
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Corporate Officer/Principal | 01-03-2021 |
Opleiding van Vincent Zappola
| North Carolina State University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
