Albie has spent over 20 years in wealth management and has earned the Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations. He is the Portfolio Management Director over our proprietary investment strategies. His experience in financial planning, asset allocation, and portfolio construction qualify him to translate macroeconomic data and financial market events into actionable ideas for client portfolios. Albies primary objective is to seek risk-adjusted returns, net of taxes. He is in regular communication with clients regarding their investments and his market outlook. California Insurance License #0B29819 