Wealth Manager, First Republic Investment Management
New YorkVincent Zappola is a Senior Vice President and Wealth Manager at First Republic 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. 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.
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 (CMT) Association.
Wealth Management Experience: Since 2003