Chris Zappia
Chris is a consultant at F2 Strategy where he is responsible for back office certification. Most recently, Chris worked at Nasdaq Financial Services where he worked with some of the world’s largest institutional clients (family offices, pensions and endowments). Using Solovis, he helped clients rebuild and reconcile historical Investment Books of Record, consult on differences and discrepancies on reporting figures throughout time, and enhance investment reporting capabilities and metrics to provide clear and accurate future portfolio reporting. He also worked for UBS IB in treasury and liquidity operations trading, managing the flow of cash and cash-equivalents to the different internal controls of the bank, while determining the funds needed to manage trade operations of the bank for that day, and the days within the trade settlement windows. At the UBS WM Family Office, he gained experience in investment research, trading, private market/alternative investment opportunities, and servicing client books. Chris lives in Nashville, TN.
- USB
- Nasdaq
- Solovis
What does the phrase, “Do Good with Tech” mean to you?
Beyond the more obvious idea of using tech to increase efficiency and profits, it means use it to better the world around us. Can we use technology and quant trading models to build better ESG and SI products? Can we use newer screening models to better classify client asset allocation and mixes that may have been previously misreported? Can we always keep that question top of mind and constantly be looking for ways to better the aspects of the world we touch using technology?
Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?
Increase the efficiency of reporting timelines and private market statistics, clarity, and use updated risk models to better align and adjust the “standard” asset allocation mix that has been used for decades.
What would you tell someone just starting out in the industry right now?
The world of wealth management is vast, complex and constantly evolving. You need to be eager and thorough with every aspect of the field. If you want to succeed, be active in the research of function and the make-up investment vehicles, and never be afraid to go down some rabbit holes.
Chris Zappia
Chris is a consultant at F2 Strategy where he is responsible for back office certification. Most recently, Chris worked at Nasdaq Financial Services where he worked with some of the world’s largest institutional clients (family offices, pensions and endowments). Using Solovis, he helped clients rebuild and reconcile historical Investment Books of Record, consult on differences and discrepancies on reporting figures throughout time, and enhance investment reporting capabilities and metrics to provide clear and accurate future portfolio reporting. He also worked for UBS IB in treasury and liquidity operations trading, managing the flow of cash and cash-equivalents to the different internal controls of the bank, while determining the funds needed to manage trade operations of the bank for that day, and the days within the trade settlement windows. At the UBS WM Family Office, he gained experience in investment research, trading, private market/alternative investment opportunities, and servicing client books. Chris lives in Nashville, TN.
- USB
- Nasdaq
- Solovis
What does the phrase, “Do Good with Tech” mean to you?
Beyond the more obvious idea of using tech to increase efficiency and profits, it means use it to better the world around us. Can we use technology and quant trading models to build better ESG and SI products? Can we use newer screening models to better classify client asset allocation and mixes that may have been previously misreported? Can we always keep that question top of mind and constantly be looking for ways to better the aspects of the world we touch using technology?
Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?
Increase the efficiency of reporting timelines and private market statistics, clarity, and use updated risk models to better align and adjust the “standard” asset allocation mix that has been used for decades.
What would you tell someone just starting out in the industry right now?
The world of wealth management is vast, complex and constantly evolving. You need to be eager and thorough with every aspect of the field. If you want to succeed, be active in the research of function and the make-up investment vehicles, and never be afraid to go down some rabbit holes.
