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Chris Zaccarelli, CFA

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Chris Zaccarelli

Chris Zaccarelli, CFA

Chief Investment Officer, Independent Advisor Alliance

Chris joined IAA as the Chief Investment Officer in November 2017. His primary responsibilities are directing investment policy and research and portfolio management strategies.

A twenty-year veteran of the financial services industry, including a decade at Goldman Sachs, Chris joined IAA from Cornerstone Wealth where he served as Chief Investment Officer for 2.5 years. During that time, as a wealth management financial advisor he was responsible for the strategic direction of investment management, development of client portfolios and investment selection.

Chris is a graduate of Cornell University’s School of Engineering and has been a CFA charter holder since 2009. He is active in his community coaching Carolina Rapids soccer teams, participating in programs with the Lake Norman YMCA, volunteering at Davidson College events and other programs in the area.

Originally from New Canaan, CT, he lives north of Charlotte with his wife and three children.

Chris is also a frequent contributor for major news networks such as CNBC, Fox Business, and Bloomberg.

You can view some of his past segments here

LinkedIn

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