Richard welcomes Richard Matsey and Jacob C. Chaparro of Zenith Investment Management to discuss the evolution of the wealth advisory profession, from stock brokerage to present-day independent and objective advisory.
Richard Matsey, CFP®, Vice President and Lead Advisor of Zenith Investment Management LLC, a $15M RIA based in San Diego, CA. He is an award-winning leader with a distinguished record of achievement in sales, trading, and operations. His extensive career spans over 30 years where he performed leadership, supervisory and production roles with TD Ameritrade and Charles Schwab. He has received numerous awards for excellence in leadership, customer service and sales throughout his career.
Jacob C. Chaparro
Jacob C. Chaparro is Zenith Investment Management President and CIO. In his role, Jacob oversees the implementation of all Zenith’s investment programs alongside managing the day-to-day business operations and activities. Prior to Zenith, Jacob was an Investment Consultant with TD Ameritrade where he was responsible for 400 households that represented approximately $620 million dollars in total assets. He was also previously an Investment Representative with Fidelity Investments. During his tenure with TD Ameritrade and Fidelity, Jacob largely worked with high net worth clients in trading, investment management, and financial planning.