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Joseph Zappia

Principal, Co Chief Investment Officer

LVW Advisors

United States, New York, Pittsford

About Me

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

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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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