Al Bhatt Email & Phone Number
Managing Director @ Chevy Chase Trust
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Al Bhatt Location
- McLean, VA, US
Al Bhatt Work
- Managing Director @ (July 2023 - Present)
- Executive Director- J.P. Morgan Private Bank @ (November 2021 - June 2023)
- Regional Investment Manager @ (January 2018 - November 2021)
- Director - Investments (Family Office) @ (December 2013 - January 2018)
- Managing Director and Chief Investment Officer @ (October 2012 - November 2013)
- Chief Investment Officer @ Dimension Capital Management, LLC (December 2008 - August 2012)
- Chief Investment Officer @ Collins Capital Advisors, Inc. (January 2004 - January 2008)
- Chief Investment Officer @ Collins Capital Advisors, Inc. (January 2004 - December 2008)
- Director of Alternative Investments @ SEI Investments (January 2001 - December 2004)
- Director of Alternative Investments @ SEI Investments (January 2001 - January 2004)
- Partner -- Private Equity @ Greenfield Capital Partners (January 1998 - January 2000)
- Partner -- Private Equity @ Greenfield Capital Partners (January 1998 - December 2000)
- Director -- Koch Capital Services @ (January 1996 - January 1998)
- Director -- Koch Capital Services @ (January 1996 - December 1998)
- Manager @ (January 1990 - January 1996)
Al Bhatt Education
- Stanford University
MA (Economics)
1988-1990 - Union College
BA (Economics)
1984-1988
Al Bhatt Skills
- Hedge Funds
- Alternative Investments
- Asset Allocation
- Fund Of Funds
- Private Equity
- Investment Strategies
- Portfolio Management
- Asset Managment
- Investment Management
- Equities
- Investments
- Wealth Management
- Fixed Income
- Investment Advisory
- Valuation
- Financial Markets
- Family Office
- Global Macro
- Integrated Risk Management
- Returns
- Art
- Operations
- Business Strategy
- Business Litigation
- Dealers
- Manager Selection
- Deal Screening
- Excess
- Sustainability
- Networking
- Risk Management
- Ideas
- Kcs
- Merchant Banking
- Business Development
- Capital
- Strategy
- Dimension
- Service Delivery
- Communication
- Institutional
- Assessment
- Reviews
- Corporate Finance
- Due Diligence
- Global Business Development
- Luxury
- Project Management
- Retail
- Strategic Planning
- Spreadsheets
- Idea
- Spectrum
- Aggregation
- Administration
- Public Speaking
- Hnw
- Expenses
- Marketing
- Financial Modeling
- Tax
- Equity Valuation
- Manufacturing
- Alternative Investment Strategies
- Model Portfolios
- Financial Institutions
- Team Management
- Sourcing
- Cornerstone
- Security
- Design
- Energy
- Realization
- Strategic M&A
- Estate Planning
- Analytical Skill
- Equity
- Financial Services
- Recruiting
- Macro
- Investors
- Western Europe
- Leadership
- Financial Statement Analysis
- Structures
- Consulting
- Coral
- Mandates
- Committees
- Venture Capital
- High Yield
- Business Services
- Capital Management
- Construction
- Real Estate
- Finance
- Distribution
- Modeling
Al Bhatt Summary
- Al Bhatt, based in McLean, VA, US, is currently a Managing Director at Chevy Chase Trust. Al Bhatt brings experience from previous roles at J.P. Morgan, Wells Fargo, The Related Group and Coral Gables Trust Company. Al Bhatt holds a 1988 - 1990 MA in Economics @ Stanford University. With a robust skill set that includes Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Private Equity and more. Al Bhatt has 2 emails and 2 mobile phone numbers on RocketReach.
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Al Bhatt
Managing Director
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