Joseph Zaccardi's Location
Atlanta, GA, US
Joseph Zaccardi's Work
- Director, wealth advisor @ Berman Capital Advisors, LLC
- Wealth Advisor @ Berman Capital Advisors, LLC
- Portfolio Manager @ Drexel Morgan Capital Advisers, Inc.
- Research Analyst @ Drexel Morgan Capital Advisers, Inc.
- Research Analyst @ Persimmon Capital Management, LP
- Credit Analyst @ Eaton
- Deduction Analyst @ Eaton
- Intern @ Waddell & Reed
Joseph Zaccardi's Education
- Drexel University
Master of Science (Finance)
2009 - 2011 - University of Pittsburgh
BS (Finance, Economics)
2003 - 2007
Joseph Zaccardi's Skills
- Portfolio Performance Analysis
- Capital
- Financial Statements
- Financial Reporting
- Investments
- Financial Services
- Hedge Funds
- Microsoft Excel
- Analysis
- Teamwork
Joseph Zaccardi's Summary
Joseph Zaccardi, based in Atlanta, GA, US, is currently a Director, wealth advisor at Berman | Cresset Family Office, bringing experience from previous roles at Berman | Cresset Family Office, Drexel Morgan Capital Advisers, Inc. and Persimmon Capital Management, LP. Joseph Zaccardi holds a 2009 - 2011 Master of Science in Finance @ Drexel University. With a robust skill set that includes Portfolio Performance Analysis, Capital, Financial Statements, Financial Reporting, Investments and more, Joseph Zaccardi contributes valuable insights to the industry. Joseph Zaccardi has 3 emails and 1 mobile phone number on RocketReach.
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