Online-How do we use Alternatives (i.e. Hedge Funds and Private Investments) in Portfolios?
Speaker: Albert Zue, CFA
Albert Zue is an Investment Specialist 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. Albertıs clients include corporate executives, entrepreneurs, foundations and private business owners.
Prior to this role, Albert was a member of the Private Bankıs 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. Morganıs 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.
Moderator: Trey Winslett, CFA
Trey Winslett, CFA, is a Client Advisor in the Charlotte office of J.P. Morgan Private Bank where he works with families to structure their balance sheets and investment portfolios to help achieve their goals.
Prior to joining the J.P. Morgan Private Bank in 2018, he spent the previous 11 years as a sell side analyst and strategist. Most recently he was the Sr. Investment Grade Fixed Income Strategist for Wells Fargo Securities where his team was the #2 ranked strategy team by Institutional Investor Magazine. As a strategist, Trey worked closely with CIOs and Portfolio Managers across the full spectrum of intuitional investors including Mutual Funds, Insurance Companies, Hedge Funds, Private Banks, Corporations, Pension Funds, and Government Institutions. He also presented routinely at company and industry events.
Before moving over to help start the strategy team in 2013, he was a Sr. Research Analyst covering IG Healthcare, Consumer & Retail companies. Prior to joining Wells Fargo Securities in 2011, he was the Jr. Analyst for the #1 Institutional Investor Ranked Health Care team.
Trey attended the University of North Carolina and graduated with a BSBA from the Kenan-Flagler Business School with a concentration in Finance and a second major in Economics. Trey received his CFA Charter in 2011 and holds the FINRA Series 7 & 63 licenses.