Joseph Zaccardi, CFA®

Joe is an Investment Strategist at Atlas Private Wealth Advisors. He specializes in building portfolios and selecting investments in order to help clients pursue their financial goals. Joe believes that a person's financial portfolio should reflect their goals and allow them to pursue their passions at each stage of their life.

 Previously, Joe served as a Senior Consultant, Investment Products at Osaic Wealth where he worked with financial advisors to construct portfolios, select investments, and educate their clients in an ever-changing investment landscape. Prior to Osaic, Joe was a Director and Wealth Advisor at Cresset Asset Management where he worked directly with clients to work towards their financial goals. Earlier in his career Joe served as a research analyst and portfolio manager for multi-family offices and registered investment advisors.

 Joe is a CFA® Charterholder. He earned his MS Finance from the LeBow College of Business at Drexel University and his BS Finance from the University of Pittsburgh.

 Joe lives in the suburbs of Philadelphia with his wife and children. He loves cooking for family and friends, reading, and spending time outdoors.