Albert Chu Cfa, Caia

Albert Chu, CFA, CAIA is an experienced finance professional with a strong background in portfolio management and investment consulting. Albert is currently serving as the VP and Senior Portfolio Manager at Montecito Bank & Trust. Prior to this, they worked as an Investment and Asset Management Consultant at Wolf Asset Management, Inc. Albert also held the position of Senior Portfolio Manager at AssetMark (Savos Investments) from 2015 to 2021. Before that, they served as the Chief Investment Officer at WealthStone, Inc. and as a Portfolio Manager at Meeder Investment Management. Albert's earlier experiences include serving as the Director of Research at Singer Xenos Wealth Management and as a Senior Investment Associate at BMO Harris Bank.

Albert Chu, CFA, CAIA has a Master of Science degree from Boston University and a Bachelor of Arts (Hons) degree from the University of Toronto - University College. Albert also holds the Chartered Financial Analyst (CFA) certification from CFA Institute and the Alternative Investment Analyst Charter (CAIA Charter) from CAIA Association.