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Independent Advisor Alliance Names Christopher Zaccarelli Chief Investment Officer

CHARLOTTE, N.C. – November 16, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced today that Christopher Zaccarelli has been named Chief Investment Officer. 

 

Creating a Chief Investment Officer position within IAA and bringing Chris on board is significant in that it builds upon our ability to provide exceptional customized investment solutions,” said Robert Russo, Founder and CEO of IAA. “We expect his experience and his approach to investments to be a great asset to our advisors that serve the financial and retirement needs of individuals and businesses.”


In addition to directing investment policy and research and portfolio management strategies, Zaccarelli will focus on delivering scalable, customizable and actionable solutions to help IAA’s network of advisors manage and grow their businesses.

 

“I’m excited to work with IAA as its core values of transparency, integrity and service align with my own philosophy,” said Zaccarelli. “My engineering background and portfolio management experience allow me to bring a more analytical approach to assist IAA’s network of independent advisors in helping their clients achieve their financial goals.” 

 

A twenty-year veteran of the financial services industry, including a decade at Goldman Sachs, Zaccarelli joins IAA from Cornerstone Wealth where he served as Chief Investment Officer since 2015. During that time, he was responsible for the strategic direction of investment management, development of client portfolios and investment selection.

 

Zaccarelli has been cited in publications such as The Wall Street Journal, CNN, Bloomberg and Reuters. He is also a frequent guest on CNBC-TV, Bloomberg Radio and in Wall Street Journal podcasts. Zaccarelli holds a Bachelor of Science in Computer Science from Cornell University’s School of Engineering and became a CFA® charterholder in 2009.

 

About Independent Advisor Alliance

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2007, today IAA serves more than 100 independent financial advisors in 14 states, servicing a total of more than $4 billion of retail client assets.

About IAA
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 146 partner firms, servicing more than $14 billion of client assets of which $9.1 billion are assets under management as of July 2021.

About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

*Achievement is based on annual production among LPL Advisors only.

**Based on total revenues, Financial Planning magazine June 1996-2020

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and LPL are separate entities.

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