CoverProfile

Joanne Zerillo

President, Chief Compliance Officer, Broker and Dealer

Papamarkou Wellner Asset Management

United States, New York, New York

About Me

Joanne Zerillo joined Papamarkou Wellner in 1998 and serves as President, Papamarkou Wellner & Co. Inc., a subsidiary of Papamarkou Wellner Asset Management, Inc. With more than 25 years of industry experience, Ms. Zerillo oversees various aspects of the Firm's Advisory, Client Service, Trading, Administration and Compliance efforts. Ms. Zerillo's past Senior positions include various roles in Sales and Trading at D.H. Blair, Manager of Retirement Planning at Kidder Peabody and Estate Planning and Relationship Management with L.F. Rothschild. Ms. Zerillo is registered as a Series 24, 7, 63, 4, 3 and 54 Representative.

Profile Information

President, Chief Compliance Officer, Broker and Dealer

Papamarkou Wellner Asset Management

Investment Team,Operations Team

Investor

Multi-Family Office

New York

New York

United States

May 16, 2024

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