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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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。