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Al Bhatt

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Al Bhatt

Managing Director | Chevy Chase Trust

McLean, Virginia, United States

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Al Bhatt

Summary

Al Bhatt is a seasoned Managing Director and Wealth Advisor based in McLean, Virginia, with over 30 years of experience in financial services. He specializes in alternative investments and has a proven track record of leading billion-dollar financial firms. Al has a unique client-first philosophy, having previously managed a family office, which allows him to understand and address the complex needs of high-net-worth clients effectively. His expertise spans across various financial disciplines, including asset management, retirement planning, and wealth management. Al is dedicated to building customized wealth strategies that align with his clients' long-term goals. He is known for his analytical skills and strategic vision, which have been instrumental in his successful leadership roles. His educational background in economics from prestigious institutions like Stanford University and Union College further complements his professional journey.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Al Bhatt

Work Experience

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Managing Director at

Chevy Chase Trust

July 2023 - Present

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Executive Director- J.P. Morgan Private Bank at

J.P. Morgan

November 2021 - June 2023

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Regional Investment Manager at

Wells Fargo & Company

January 2018 - November 2021

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Director - Investments (Family Office) at

Related Group

December 2013 - January 2018

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Managing Director & Chief Investment Officer at

Coral Gables Trust

October 2012 - November 2013

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Chief Investment Officer at

Dimension Capital Management

December 2008 - August 2012

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Chief Investment Officer at

COLLINS CAPITAL ADVISORS LIMITED

January 2004 - January 2008

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Director of Alternative Investments at

SEI INVESTMENTS (ASIA) LIMITED

January 2001 - January 2004

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Partner -- Private Equity at

OxGreenfield CI B.V.

January 1998 - January 2000

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Director -- Koch Capital Services at

Koch & Koch, Inc.

January 1996 - January 1998

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Manager at

Cornerstone Research

January 1990 - January 1996

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Al Bhatt

Education

Stanford University, Ma

January 1988 - January 1990

Union College, Ba

January 1984 - January 1988

Frequently Asked Questions about Al Bhatt

What is Al Bhatt email address?

Al Bhatt's primary email address is ********@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Al Bhatt work for?

Al Bhatt is a Managing Director at Chevy Chase Trust, a company specializing in Monetary Authorities-Central Bank.

Where Al Bhatt graduated from?

Al Bhatt holds a degree in Economics from Stanford University.

How can I directly contact Al Bhatt?

To contact Al Bhatt directly, you can use the email address ********@jpmorgan.com. Complete contact information is available upon registration with Muraena.

Who is Al Bhatt?

Al Bhatt is a seasoned Managing Director and Wealth Advisor based in McLean, Virginia, with over 30 years of experience in financial services. He specializes in alternative investments and has a proven track record of leading billion-dollar financial firms. Al has a unique client-first philosophy, having previously managed a family office, which allows him to understand and address the complex needs of high-net-worth clients effectively. His expertise spans across various financial disciplines, including asset management, retirement planning, and wealth management. Al is dedicated to building customized wealth strategies that align with his clients' long-term goals. He is known for his analytical skills and strategic vision, which have been instrumental in his successful leadership roles. His educational background in economics from prestigious institutions like Stanford University and Union College further complements his professional journey.

Al`s contact details

mail

********@jpmorgan.com

******@relatedgroup.com

******@chevychasetrust.com

Colleagues

Paul Duncan

Chief Compliance Officer

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Svetlana Novikova

VP IT Operations Coordinator

Cfp Susan Gordon Freed

Managing Director

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Kristen Barstow

Vice President

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Kristi Bledsoe Henry

Vice President, Financial Planner

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Larry Fisher

President - Family Wealth

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Missy Mercurio Ctfa

Senior Trust Officer, VP

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Cfp Leah Byrne

Vice President

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Leslie Smith

Senior Managing Director

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