Joseph Zaccardi, CFADirector, Wealth Advisor
How Joe Can Help You
Joe helps clients build portfolios that are resilient to ever changing markets in order achieve their long-term goals.
What Makes Joe Knowledgeable
Joe is a Wealth Advisor who joined Berman | Cresset in 2021 from Drexel Morgan Capital Advisers. At Drexel Morgan, Joe worked as a Portfolio Manager and member of the investment committee. He worked with ultra high net worth clients to meet their investment objectives by creating custom portfolio solutions, he performed research and due diligence on managers across asset classes and produced thought leadership for the firm’s clients and prospects. Joe began his career as a research analyst for a hedge fund of funds where he was responsible for sourcing, performing operational due diligence, and recommending alternative asset managers for the portfolio. Joe graduated from the University of Pittsburgh with Bachelor of Science degree in Finance and a minor in Economics. He holds a Master of Science in Finance from the LeBow College of Business, Drexel University. Joe is a CFA Charterholder.
Getting to Know Joe
Joe and his wife, Allison, are currently relocating their son and daughter from the Philadelphia area to Buckhead. In his spare time, Joe enjoys cooking, beach vacations and reading.