Our Vision & Philosophy

From the time we first opened our doors in 1982, International Assets Advisory (IAA) has been guided by a vision to achieve excellence as an organization. At IAA, our goal is to excel as a relationship-driven, comprehensive financial services platform. We work closely with our advisors & institutions, to offer the very best choices of products and services. IAA has realized this vision due to our commitment to:

 

Highest Ethical Standards

  • No achievement is worthwhile if personal and professional ethics are compromised along the way.

Quality Service

  • The delivery of superior service is the key to our Broker-Dealer and Investment Adviser relationships.

Emerging Opportunities

  • At IAA, we are always open to new ideas and new ways of doing business.

Open Communication and Transparency

  • We welcome and encourage constructive feedback. We use it to improve our business approach and services. We are also strongly committed to transparency in all of our interactions and business dealings with our advisors and institutions.

 

Ed Cofrancesco

President & Chief Executive Officer

David Weinberger

Chief Financial Officer & Chief Operating Officer

Ann Moore

Chief Business Development Officer

Myra Nicholson

Chief Risk Officer & General Counsel

Matthew Lampman

Vice President, Operations

Richard Weiss

Chief Compliance Officer