​JP Lotito & Company is comprised of knowledgeable professionals whose experience covers the entire financial management spectrum. From comprehensive financial and estate planning, investments and insurance, to business consulting and solutions, our valued clients benefit from our team's collective vision and information sharing as we single-mindedly focus on our clients' best interests.
Anthony V. Lotito
Executive Managing Director
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​As a founder of JP Lotito & Company Mr. Lotito’s vision and expertise has molded our firm’s vocation to be both client focused and risk management oriented.  Mr. Lotito has 40 years of experience as an executive, and entrepreneur in the financial services industry...
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Joseph P. Lotito
Managing Director
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With 10 years of industry experience and a near lifetime as a student of financial markets, our co-founder, Joe Lotito’s invaluable knowledge and ability to see what others do not position JP Lotito & Co. to truly enhance our client’s lives both financially and...
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Puja Kapoor
Annuity Specialist
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Puja Kapoor has worked in the investment industry for the past 8 years. During her career she has worked in a variety of positions ranging from whole sale distribution of financial services and products to investment banking & mergers and acquisitions. The combination...
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Richard Kos CFA,CAIA
Investment Analyst
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Richard Kos is a global institutional investment executive with a history of executing billion-dollar business start-ups within the asset management and pension consulting space.  During his 35 years in the investment industry, Richard has developed extensive...
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John E. Bishop
1031 & DST Specialist
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John is a Registered Representative with the Invicta Group and has over  35 years of sales and capital markets experience.  The majority of John’s career was spent as Senior Vice President of Sales for the CNL Investment Company where he was instrumental...
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