Vincent Zupo, CIMA®

Vincent Zupo, CIMA®, has a comprehensive work experience spanning several companies in the financial industry. Vincent is currently the Director of Business Development at AlphaCore Wealth Advisory, where they focus on helping clients build and preserve their wealth through alternative investments and sophisticated wealth planning strategies.

Prior to their current role, Vincent served as the Vice President - Regional Sales Director, West at GW&K Investment Management for nearly 10 years. In this position, they were responsible for new business development and ongoing relationship management in the advisory marketplace within California and Hawaii.

Before joining GW&K, Vincent held the position of Regional Sales Director, West Coast at Bradford & Marzec, where they enhanced their skills in sales and relationship management.

Vincent also gained valuable experience as a Regional Vice President, RIA West at Pioneer Investments and as a Regional Sales Director at HighMark Funds. In these roles, Vincent focused on sales and distribution strategies to maximize growth and market share for the respective companies.

Vincent's career in the financial industry began as a Regional Sales Associate at SEI Investments, specifically focusing on HighMark Funds.

Overall, Vincent Zupo has consistently demonstrated their expertise in business development, sales, and relationship management throughout their career in various roles within the investment management sector.

Vincent Zupo, CIMA®, holds a Bachelor of Science degree in Economics from Penn State University, where they focused their studies on money, banking, and macroeconomics. Vincent later pursued further education at the Yale School of Management, completing a course titled "Investment Management Theory & Practice: A CIMA® Certification Registered Education Course" in 2020. Currently, Vincent is enrolled in the Financial Planning Program at Boston University, expected to graduate in 2023. In addition to their educational background, Vincent has obtained the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute in February 2021.