Vincent Zappola

Portfolio Manager-Equities at

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

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.

Vincent Zappola active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	01/03/2021

All active positions of Vincent Zappola

Former positions of Vincent Zappola

Companies	Position	End
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

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Linked companies

Private companies	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