Robert Paul Russo
Chief Executive Officer at Independent Advisor Alliance LLC
Profile
Mr. Robert P.
Russo is a Founder & Chief Executive Officer at Independent Advisor Alliance LLC.
He founded the firm in 2007.
Prior to IAA, Mr. Russo founded and served as CEO and Director of Corporate Retirement Plans for Blackbridge Financial.
His financial career began with A.G.
Edwards & Sons in Newport Beach, CA.
His past leadership roles include serving as President of the Ballantyne Professional Network Connection, Vice President of University of Tennessee’s Charlotte Alumni Association, Vice President of Toringdon Partner Board and Treasurer of MetroNet.
He was also a member of the Ballantyne Country Club Membership Committee.
Mr. Russo graduated from the University of Tennessee.
Robert Paul Russo active positions
| Companies | Position | Start |
|---|---|---|
Independent Advisor Alliance LLC
 Independent Advisor Alliance LLC Investment ManagersFinance Independent Advisor Alliance LLC (IAA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert (Bobby) Russo in 2013. IAA offers discretionary asset management services to individuals, small businesses, trusts, estates, high net-worth individuals, pooled investment vehicles, and charities. | Chief Executive Officer | 31/12/2012 |
Former positions of Robert Paul Russo
| Companies | Position | End |
|---|---|---|
Ballantyne Country Club, Inc.
 Ballantyne Country Club, Inc. Movies/EntertainmentConsumer Services Ballantyne Country Club, Inc. offers private club amenities. It also provides service facility and golf experience. The company is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Training of Robert Paul Russo
| University of Tennessee | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Ballantyne Country Club, Inc.
Ballantyne Country Club, Inc. Movies/EntertainmentConsumer Services Ballantyne Country Club, Inc. offers private club amenities. It also provides service facility and golf experience. The company is headquartered in Charlotte, NC. | Consumer Services |
Independent Advisor Alliance LLC
Independent Advisor Alliance LLC Investment ManagersFinance Independent Advisor Alliance LLC (IAA) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Robert (Bobby) Russo in 2013. IAA offers discretionary asset management services to individuals, small businesses, trusts, estates, high net-worth individuals, pooled investment vehicles, and charities. | Finance |
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