Chris Zaccarelli, CFA®
“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
Address:
11215 N. Community House Road
Suite 775
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
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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:
Disclosure
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
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