SVP. Wealth Manager @ (January 2020 - January 2024)
Vice President, Wealth Advisor @ (January 2006 - December 2019)
Client Associate @ (July 2005 - January 2006)
Banker; Registered Representative @ (May 2003 - June 2005)
Benjamin Albrecht Education
Austin College
BS (International Economics and Finance)
1998-2002
Central College, Leiden
Study Abroad 2001 (Study Abroad 2001)
Benjamin Albrecht Skills
Wealth Management
Asset Allocation
Investments
Retirement Planning
Asset Management
Series 7
Investment Management
Strategic Planning
Alternative Investments
Asset Managment
Business Development
Ultra high net worth
Corporate executive services
High net worth
Estate Tax Planning
Tax Planning
Benjamin Albrecht Summary
Benjamin Albrecht, based in Chicago, IL, US, is currently a Partner, Senior Wealth Manager at Curi Capital. Benjamin Albrecht brings experience from previous roles at Curi Capital and JP Morgan Chase. Benjamin Albrecht holds a 1998 - 2002 BS in International Economics and Finance @ Austin College. With a robust skill set that includes Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management and more. Benjamin Albrecht has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Benjamin Albrecht?
Find contact details for 700 million professionals.