Joseph Nappi

Joseph brings a unique global perspective and adaptable mindset to his role.  Growing up in Singapore and Hong Kong for 16 years, he developed a deep understanding of diverse financial landscapes from a perspective that most domestic advisors don't experience.  His early passion for finance led him to Wall Street, where he managed some of the world's largest and most complex hedge funds as a Risk Manager at Citigroup.  Though his market and risk skills were honed to a fine edge, he yearned for deeper connections with people. Mr. Nappi moved to Texas to serve as a Portfolio Manager at Merrill Lynch, managing over $2 billion in assets.

And while mega firms offered exceptional experience and training, the impersonal nature of large financial institutions was not fulfilling.  Joseph was drawn to PEAK American's commitment to personalized, trust-based client relationships and a highly collaborative team environment.  Through goal-based planning and a dedication to exceptional service, Joseph loves using his financial expertise and PEAK's unique tools to make a meaningful impact in his clients' lives each day.