Joseph Zaccardi, CFA®
Director, Wealth Advisor
As a Wealth Advisor with Cresset, Joe works with clients to build portfolios that respond to ever-changing markets and that are designed to help achieve their long-term goals.
Prior to joining Cresset, Joe was a Wealth Advisor at Berman Capital Advisors. Prior to Berman, he was a Portfolio Manager at Drexel Morgan Capital Advisers, where he worked with ultra-high-net-worth clients to meet their investment objectives by creating custom portfolio solutions. Joe began his career as a research analyst for a hedge fund of funds and was responsible for sourcing, performing operational due diligence, and recommending alternative asset managers for the portfolio.
Joe earned a Master of Science in Finance from the LeBow College of Business at Drexel University and a Bachelor of Science in Finance with a minor in Economics from the University of Pittsburgh. He is a CFA® Charterholder and a member of the CFA® Society of Atlanta. Joe currently lives in Atlanta with his wife and family.