Albert began his investment career in 1994 after earning his Bachelor’s degree in Accounting and Finance from Rutgers University. As a Financial Advisor his primary responsibilities include client relationships, investment strategies, liability management, coordinating with accountants, estate attorneys and other professionals to shape clients’ full financial lives. He also oversees the team’s operational, marketing, and strategic planning.
Albert holds the Certified Financial Planner TM designation, awarded by the Certified Financial Planner TM Board of Standards, Inc., and the Certified Investment Management Analyst® SM (CIMA® R) designation from the Wharton School of the University of Pennsylvania. Prior to joining Morgan Stanley Albert spent 20 years with Merrill Lynch, where he designed curriculum and taught other Merrill Lynch Financial Advisors advanced techniques. He continues to speak at various industry forums and events as well as conduct educational seminars for individuals, families, and businesses.
Albert currently serves on the board and executive committee of the Philadelphia Freedom YMCA and on the development committee for Moorestown Friends School, where his three children attend. For his charitable work, Albert was selected by Registered Rep. Magazine in 2012 as one of ten Financial Advisors nationwide for its annual “Advisors with Heart” award. Most recently, Al has been named to the Forbes List of “Best-In-State Wealth Advisors List” since it originated three years ago.
In college and high school, Albert competed as a power lifter and was named an All-American and two-time Junior National Champion. He continues to enjoy sports, watching baseball and playing golf. Al’s passions also include wine, travel, theater, and times spent at the New Jersey shore with his family. He lives with his wife, Nikki, and their children, twins Zachary and Jackson and daughter Alissa, in Moorestown, New Jersey.