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Private Wealth Services & Investment Advisory | Blackbridge Financial | Chris Zaccarelli, CFA®
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Chris Zaccarelli, CFA®

Blackbridge Financial

“The idea that over time markets will adjust to reflect the intrinsic value of its member companies is something I firmly believe in and it’s the basis for my investment philosophy.”

Chris Zaccarelli, CFA®

Check the background of this investment professional

Phone: (855) 6-BRIDGE x32

Email: czaccarelli@bbridgefin.com

Address:

11525 N. Community House Rd., Suite 575
Charlotte, NC 28277

Chris Zaccarelli, CFA®

CHIEF INVESTMENT OFFICER

A twenty-year veteran of the financial services industry, Chris has worked at some of the largest banks on Wall Street.  Prior to joining the executive leadership team at Independent Advisor Alliance and Blackbridge Financial as the Chief Investment Officer, he served as the CIO of a large, registered investment advisor with offices throughout North and South Carolina.  Chris is responsible for the strategic direction of investment management, development of client portfolios and investment selection.

Chris has spent many years learning about the markets, trading equities and equity derivatives, and studying asset allocation and portfolio management theory. His work with advisors allows him to combine his passion for investing with his desire to help clients pursue their financial goals. Chris is committed to helping clients better understand their financial goals and challenges and building lasting relationships.

Originally from New Canaan, CT, Chris now resides in Davidson, NC with his wife and three children. Chris 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.

Memberships 

CFA Institute

CFA Society of North Carolina

Hidden Talent 

Chris used to build trading systems by programming in Java and C.

Education 

Cornell University, School of Engineering, B.S. Computer Science 1997

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 57

Securities Trader Representitive

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Adviser

Held with Independent Advisor Alliance

CFA®                         Chartered Financial Analyst

Securities Registration States: NC

Insurance Registration States:

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