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Al Bhatt
Al Bhatt
Managing Director | Chevy Chase Trust
McLean, Virginia, United States
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.
Al Bhatt
Work Experience
Managing Director at
Chevy Chase Trust
July 2023 - Present
Executive Director- J.P. Morgan Private Bank at
J.P. Morgan
November 2021 - June 2023
Regional Investment Manager at
Wells Fargo & Company
January 2018 - November 2021
Director - Investments (Family Office) at
Related Group
December 2013 - January 2018
Managing Director & Chief Investment Officer at
Coral Gables Trust
October 2012 - November 2013
Chief Investment Officer at
Dimension Capital Management
December 2008 - August 2012
Chief Investment Officer at
COLLINS CAPITAL ADVISORS LIMITED
January 2004 - January 2008
Director of Alternative Investments at
SEI INVESTMENTS (ASIA) LIMITED
January 2001 - January 2004
Partner -- Private Equity at
OxGreenfield CI B.V.
January 1998 - January 2000
Director -- Koch Capital Services at
Koch & Koch, Inc.
January 1996 - January 1998
Manager at
Cornerstone Research
January 1990 - January 1996
Al Bhatt
Education
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
********@jpmorgan.com
******@relatedgroup.com
******@chevychasetrust.com
Colleagues
Chief Compliance Officer
VP IT Operations Coordinator
Managing Director
Member
Vice President
Vice President, Financial Planner
President - Family Wealth
Senior Trust Officer, VP
Vice President
Senior Managing Director