RIA Institute’s Senior Delegates Roundtable Recap

Joseph Zappia, CIMA®, Principal, Co-Chief Investment Officer of LVW Advisors, attended RIA Institute’s Senior Delegates Roundtable on January 15, 2020.

Joseph was a panelist for the session “Inside the Mind of the Advisor: What Every Asset Manager Should Know” and discussed how top firms best utilize the resources of asset managers.

RIA Institute is an organization comprised of Executives from leading Registered Investment Advisor firms around the country. They gather three times a year to share and discuss best practices in areas of investment management, tax planning, and firm operations. Joe sits on the RIA advisory board along with Lori Van Dusen, Founder and CEO of LVW Advisors.