Chris Zaccarelli, Chief Investment Officer

Chris joined the Independent Advisor Alliance team in November of 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 1/2 years. During that time, 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.


 

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

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Click here to begin to build a plan for prosperity, or call 1-855-880-7878.

Chris Zaccarelli

Chief Investment Officer

Chris Zaccarelli

Chief Investment Officer

Chris Zaccarelli, Chief Investment Officer

Chris joined the Independent Advisor Alliance team in November of 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 1/2 years. During that time, 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.


 

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Us to find out more about our Financial Management services.

Subscribe to our Complimentary Financial Newsletter.

Click to find out more on our financial planningasset managementestatetax and retirement planning. Also view our insurance and risk management services as well as our business services.

Ready to get started?

Click here to begin to build a plan for prosperity, or call 1-855-880-7878.