Profil
Mr. Joseph Zaccardi, CFA, is a Portfolio Manager at Drexel Morgan Capital Advisers, Inc. He performs initial and ongoing due diligence on outside managers, supports the monitoring, analysis and research of hedge funds, and makes investment recommendations.
He serves on the firm’s Investment Committee.
Prior to joining Drexel Morgan Capital Advisers, Mr. Zaccardi was a Research Analyst with Persimmon Capital Management where he served on the Investment Committee and performed research, analysis, and due diligence for Persimmon’s mutual fund, hedge fund of funds, and separate account products.
Prior to Persimmon Capital, he was a Credit Analyst and Deduction Analyst with Eaton Corporation.
He earned his Master of Science in Finance from Drexel University and his Bachelor of Science in Finance from the University of Pittsburgh.
He holds the Chartered Financial Analyst professional designation.
Anciens postes connus de Joe Zaccardi
| Sociétés | Poste | Fin |
|---|---|---|
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Analyst-Equity | 01/05/2021 |
| Eaton Corp. (Research) | Analyst-Equity | - |
Persimmon Capital Management LP
 Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Analyst-Equity | - |
Formation de Joe Zaccardi
| University of Pittsburgh | Undergraduate Degree |
| Drexel University | Graduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Finance |
Persimmon Capital Management LP
Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX). | Finance |
| Eaton Corp. (Research) | Finance |
