Robert Zaccardi

Board Member

As a Senior Client Strategist, Rob Zaccardi brings extensive experience advising charitable organizations, family offices, and select ultra-high net worth families across their banking, investing, lending and philanthropic giving and planning needs.

Rob joined the firm in 2022 from J.P Morgan. and has more than 15 years of experience in investment management. At J.P. Morgan, Rob led the New England non-profit investment team and served as the primary liaison for the firm’s OCIO, Philanthropic Advising, and Foundation practice areas. Prior to this, Rob served as Vice President with Eaton Vance Investment Management where he was responsible for developing the firm’s regional relationships with charitable entities and ultra-high net worth families.

Rob earned a dual MSW & MBA from Boston University after graduating from Framingham State University, where he now serves on the Finance Committee and Board. Rob also serves as Treasurer of the Board at Philanthropy Massachusetts and is a Board member at EdVestors in Boston.