we are iaa independent advisor alliance pat russo

Pat Russo, Compliance Associate, has been with IAA since June 2015. Her day-to-day responsibilities include updating the Branch Continuity Plan for IAA’s partner advisors and conducting reviews of the monthly trade blotter, advisor agreements on file, and branch compliance documents. She also supports the rest of the Compliance team.

Pat holds degrees in English and Education from Gwynedd Mercy University. Throughout her career, she has worked as a paralegal and an English teacher. She transitioned to finance to work alongside her son, IAA’s CEO, Robert Russo.

A native of York, PA, Pat resides in Charlotte, NC. In her spare time, she enjoys reading and spending time with her family.