Chris Zaccarelli
Chief Investment Officer bei Independent Advisor Alliance LLC
Profil
Mr. Christopher W.
Zaccarelli, CFA, is a Chief Investment Officer at Independent Advisor Alliance LLC.
He joined the firm in November 2017 and his primary responsibilities are directing investment policy and research and portfolio management strategies.
Mr. Zaccarelli joined the firm from Cornerstone Wealth where he served as Chief Investment Officer for 2 1/2 years.
During that time, he was responsible for the strategic direction of investment management, development of client portfolios and investment selection.
He is a graduate of Cornell University’s School of Enginnering and has been a CFA charterholder since 2009.
Aktive Positionen von Chris Zaccarelli
Unternehmen | Position | Beginn |
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Independent Advisor Alliance LLC
Independent Advisor Alliance LLC Investment ManagersFinance Independent Advisor Alliance LLC (IAA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert (Bobby) Russo in 2013. IAA offers discretionary asset management services to individuals, small businesses, trusts, estates, high net-worth individuals, pooled investment vehicles, and charities. | Chief Investment Officer | 01.11.2017 |
Ehemalige bekannte Positionen von Chris Zaccarelli
Unternehmen | Position | Ende |
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Cornerstone Financial Partners LLC
Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Corporate Officer/Principal | 01.11.2017 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 01.05.2015 |
Ausbildung von Chris Zaccarelli
Cornell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
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Frau
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Private Unternehmen | 3 |
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Independent Advisor Alliance LLC
Independent Advisor Alliance LLC Investment ManagersFinance Independent Advisor Alliance LLC (IAA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert (Bobby) Russo in 2013. IAA offers discretionary asset management services to individuals, small businesses, trusts, estates, high net-worth individuals, pooled investment vehicles, and charities. | Finance |
Cornerstone Financial Partners LLC
Cornerstone Financial Partners LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cornerstone Financial Partners LLC is a company that provides investment advice. The company is based in Huntersville, NC. The company was founded in 2011. Craig Alan Rubrecht has been the CEO of the company since 2011. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |