Investment adviser Corey Mazza traveled an adventurous road before landing his role as a vice president for J.P. Morgan Private Bank in Westlake Village.
Before taking the Wall Street route, the Harvard University All-American wide receiver made pit stops in Italy to play semi-pro football and, eventually, served a tour in Afghanistan, where he led an infantry unit as a Marine Corps officer.
“I always wanted to serve in the military,” Mazza said. “And the time to do so was dwindling.”
After a six-year military stint, Mazza earned an MBA from the University of Texas at Austin in investment management, and later earned his master’s degree in financial planning from California Lutheran University.
Now at JPMorgan, Mazza helps with clients across Ventura and Santa Barbara counties and has joined the firm’s new Private Bank office in Westlake Village. As an adviser, Mazza helps clients through personal wealth matters including investments, credit solutions, estate planning, pre-transaction planning and charitable giving.
A long way from his military days, Mazza said he tries to instill some of the same principals that he learned in the Marines to his current troops at JPMorgan.
“Our team rallies around the clients and the mission,” he said. “And we get the job done.
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