Joe Zappia oversees LVW’s global investment operations, guiding our wealth management team that is responsible for equity research, investment manager selection and portfolio construction. Joe serves as the lead portfolio manager of the LVW Rising Dividend Strategy. In addition to managing money, Joe is a thoughtful writer who blogs and podcasts on a wide range of investment topics. A number of his insights have been quoted in The Wall Street Journal, Barron’s, The Financial Times and Institutional Investor magazine. Before becoming a Principal at LVW, Joe served as Managing Director of Investments for Wells Fargo Advisors and its predecessor firms. H

Joseph Zappia
Principal, Co Chief Investment Officer
LVW Advisors
United States, New York, Pittsford
About Me
Profile Information
Principal, Co Chief Investment Officer
LVW Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pittsford
New York
United States
Sep 18, 2024
Work Experience
LVW Advisors
Principal, Co Chief Investment Officer May 2014 - Present
Email: jzappia@lvwadvisors.com
Wells Fargo Advisors
Managing Director of Investments & Senior PIM Portfolio Manager, Zappia Investment Group Jul 2007 - May 2014
Email: jzappia@zappiafamilywealth.com
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