Carl Zuckerberg
CFP®AIF®CIMA®Founding Principal, Chief Investment Strategist

Phone: 203.355.0888


Special Recognition

  • Best-In-State Wealth Advisor,  2020
  • Best-In-State Wealth Advisor,  2019
  • America’s Top 1200 Financial Advisors, 2016
  • America’s Top 1200 Financial Advisors, 2015
  • America’s Top 1200 Financial Advisors, 2014
Financial Times
  • Top 300 Registered Investment Advisors, 2017
  • Top 300 Registered Investment Advisors, 2016
  • Top 300 Registered Investment Advisors, 2015

See important disclosure information.

“I am motivated by giving our clients restful nights, knowing they have a plan in place that makes market fluctuations irrelevant to their financial security.”

Carl Zuckerberg was here at the beginning. A founding member of RZH Advisors, he has been passionate about the world of investing his entire career, focusing on investment design, analysis, management, and oversight.

As our Chief Investment Strategist, Carl oversees the investment assets of the firm’s clients and sees his role as a steward of their capital and their advocate to Wall Street.

Disheartened by the financial industry’s often opaque approach to wealth management, Carl seeks to demystify the process, enlighten clients, and remove the fear and uncertainty associated with investing. Driven solely by the desire to pursue each client’s particular financial objectives, Carl strives to be creative in portfolio design to increase their probability of success.

A graduate of Bucknell University with a BA in economics and finance, Carl is active in the investment management industry. He also serves on the Board of Chancellors of the Fairfield County Chapter of the Juvenile Diabetes Research Foundation, and is on the Professional Advisory Council of Fairfield County’s Community Foundation. Carl also actively supports Al’s Angels, an organization devoted to helping seriously ill children.

When he’s not researching investments and strategy, Carl’s passions and activities include chasing after his two kids, classic cars, sailing, and rescuing Potcakes, a mixed-breed dog found on several Caribbean islands. He also enjoys playing men’s hockey (his favorite position is left wing).