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简历
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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