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Cargos activos de Joe Zappia
Empresas | Cargo | Inicio | Fin |
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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 | - |
Director de Inversiones | 01/05/2014 | - | |
Oficial de Cumplimiento | 01/01/2020 | - | |
Gestor de Cartera-Acciones | 01/05/2014 | - |
Historial de carrera de Joe Zappia
Formación de Joe Zappia.
Le Moyne College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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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 |
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