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Vincent Zappola is a Senior Vice president and Wealth Manager with J.P. Morgan Wealth Management.
Mr. Zappola joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Prior to joining First Republic 2021, Mr. Zappola was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management in New York. 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. 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.
Professional Designation
He is a CFA® charterholder and a member of the Chartered Market Technician (CMT) Association.
Education
Mr. Zappola earned his bachelor's degree in Business Management, concentration in Finance, from North Carolina State University.