VP/Senior Portfolio Manager, CFA^®, CAIA^®

Albert has over 20 years of investment management experience managing private clients’ assets. His career included serving HNW and UHNW clients in private banking, prominent RIAs and multi-family offices. Albert works with clients to develop a goals based approach to wealth management that utilizes both traditional and alternative investment assets. In addition, he has extensive experience in incorporating values based investment strategies (ESG) within client portfolios.

• B.A. (Hons) Degree, University of Toronto
• M.S. Banking and Financial Services Management, Boston University
• Chartered Financial Analyst (CFA^®)
• Chartered Alternatives Investment Analyst (CAIA^®)
• Fundamentals of Sustainable and Impact Investment Certificate (US SIF Foundation)
• Current member of the CFA Society Los Angeles and CAIA Southern California Chapter