Joe Zappia active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Chief Investment Officer | 01/05/2014 | - | |
| Compliance Officer | 01/01/2020 | - | |
| Portfolio Manager-Equities | 01/05/2014 | - |
Career history of Joe Zappia
Training of Joe Zappia
| Le Moyne College | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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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