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About
Joseph P. Zappia, CIMA®, is Principal and Co-Chief Investment Officer at LVW Advisors, where he oversees global investment operations and leads the wealth management team. His primary responsibilities include directing equity research, investment manager due diligence, and asset allocation strategy, with a focus on serving both private and institutional clients.
Zappia specializes in global and U.S. equity markets, fixed income, and alternative assets, and is deeply involved in advanced estate planning and technology-driven investment solutions. His expertise includes developing investment strategies tailored to meet the evolving needs of clients across sectors such as endowments, foundations, and high-net-worth individuals.
Prior to joining LVW Advisors in 2014, Zappia held senior roles at Wells Fargo Advisors as Managing Director – Investments and Senior PIM Portfolio Manager, and at A.G. Edwards & Sons as Branch Manager and Financial Consultant. He holds degrees from the Wharton School, University of Pennsylvania, and Le Moyne College, and is recognized for his thought leadership in market analysis and innovative portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LVW Advisors | Principal, Co Chief Investment Officer | May 2014 to Present | Wealth management is about more than just investing. It is about taking a holistic and structured approach that is unique to each family we serve.
Our professional directive is to fully understand an... |
| Wells Fargo Advisors | Managing Director - Investments, Senior PIM Portfolio Manager, Zappia Investment Group | Jul 2007 to May 2014 | As a Senior PIM Portfolio Manager & Managing Director of Investments, I guided a team of professionals who provide customized wealth management services to a select group of sophisticated clients. Wea... |
| A.G. Edwards & Sons, Inc. | Branch Manager and Financial Consultant | Jan 2004 to Jun 2007 | — |
| A.G. Edwards & Sons, Inc. | Financial Consultant | Sep 1987 to Jan 2004 | — |
Education
Wharton School, University of Pennsylvania
2004 — 2004
Le Moyne College
1983 — 1987
Others at LVW Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Managing Partner | NY , United States |
 | Senior Partner | NY , United States |
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