Joseph Zaccardi
Portfolio Manager
Drexel Morgan Capital Advisers
Mr. Zaccardi is a Portfolio Manager at Drexel Morgan Capital Advisers. In this role, he is responsible for managing and monitoring client portfolios, including delivering investment results to clients, asset allocation, and trading. He performs investment research, including manager due diligence and periodic reviews. He also contributes to market and macroeconomic research. He is a member of the firm’s Investment Committee. Prior to joining Drexel Morgan, Joseph was a research analyst at Persimmon Capital Management. Before that, he was a credit analyst at Eaton Corporation.
Joseph earned a M.S. in finance from Drexel University LeBow College of Business and a B.S. in finance from the University of Pittsburgh. He is a holder of the right to use the Chartered Financial Analyst® designation.
Joseph resides in Conshohocken, PA, where he lives with his wife and son.
SESSIONS
Breakout Session
#7 | Creating, Reviewing, and Updating Your Investment Policy
Statement
Creating, Reviewing, and Updating Your Investment Policy Statement