Chris Zaccarelli

A twenty-year veteran of the financial services industry, and frequent guest on CNBC, Fox Business and Bloomberg Radio, Chris is responsible for the strategic direction of our investment management capabilities. His day-to-day responsibilities include directing the investment strategy and overseeing the investment selections for our clients' portfolios. 

After earning his bachelor’s degree from Cornell University’s School of Engineering, in 2009, he became a Chartered Financial Analyst (CFA®) charterholder, one of the highest designations awarded in the investment industry, and an internationally recognized and respected credential. Previous work consisted of a decade of Wall Street experience; at Goldman Sachs, prior to serving as the Chief Investment Officer of a large wealth management firm based in Charlotte.