Executive Director Market Team Lead
Albert Zue is a Banker and Team Lead at the J.P. Morgan Private Bank. Based in Charlotte, Albert advises wealthy individuals and families on a wide range of wealth planning and investment strategies. Albert’s clients include corporate executives, entrepreneurs, foundations and private business owners.
Prior to this role, Albert was a member of the Private Bank’s Chief Investments Office, a team responsible for managing and overseeing over $300 billion of client assets across various risk profiles.
Before joining the CIO Team, Albert was an Investment Specialist based in Greenwich, CT. During his tenure in Greenwich, Albert advised on multi-billion dollar liquidity events, the risk management of large concentrated positions for corporate insiders, and the optimization of complex, multigenerational balance sheets.
Albert began his career as an analyst at J.P. Morgan’s Corporate & Investment Bank. Albert received a B.S. in Applied Economics & Management from Cornell University. He is a CFA Charterholder and holds the FINRA Series 7 and 63 licenses.
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投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。