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Albert Chu, Cfa, Caia Email & Phone Number

VP, Senior Portfolio Manager at Montecito Bank & Trust
Location: Los Angeles County, California, United States 7 work roles 2 schools
1 work email found @montecito.bank LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@montecito.bank
LinkedIn Profile matched
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Current company
Montecito Bank & Trust
Role
VP, Senior Portfolio Manager
Location
Los Angeles County, California, United States
Company size
187 employees

Who is Albert Chu, Cfa, Caia? Overview

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Quick answer

Albert Chu, Cfa, Caia is listed as VP, Senior Portfolio Manager at Montecito Bank & Trust, a with 187 employees, based in Los Angeles County, California, United States. AeroLeads shows a work email signal at montecito.bank and a matched LinkedIn profile for Albert Chu, Cfa, Caia.

Albert Chu, Cfa, Caia previously worked as Investment and Asset Management Consultant at Wolf Asset Management, Inc and Senior Portfolio Manager at Assetmark (Savos Investments). Albert Chu, Cfa, Caia holds M.S. from Boston University.

Company email context

Email format at Montecito Bank & Trust

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*@montecito.bank
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AeroLeads found 1 current-domain work email signal for Albert Chu, Cfa, Caia. Compare company email patterns before reaching out.

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Profile bio

About Albert Chu, Cfa, Caia

Albert Chu, Cfa, Caia is a VP, Senior Portfolio Manager at Montecito Bank & Trust. He possess expertise in wealth management, investment advisory, asset allocation, asset management, portfolio management and 9 more skills.

Listed skills include Wealth Management, Investment Advisory, Asset Allocation, Asset Management, and 10 others.

Current workplace

Albert Chu, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Montecito Bank & Trust
Montecito Bank & Trust
VP, Senior Portfolio Manager
santa barbara, california, united states
Website
montecito.bank
Employees
187
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Company profile
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7 roles

Albert Chu, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Vp, Senior Portfolio Manager

Current
Montecito Bank & Trust

Montecito, California, United States

Jan 2022 - Present

Investment And Asset Management Consultant

Wolf Asset Management, Inc

Sarasota, Florida, (Remote)

Senior Investment Associate

Bmo Harris Bank

West Palm Beach, Florida Area

Apr 2000 - Mar 2001
Team & coworkers

Colleagues at Montecito Bank & Trust

Other employees you can reach at montecito.bank. View company contacts for 187 employees →

CS Chad Sorensen Chad Sorensen Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → CF Clyde Freeman Clyde Freeman Colleague at Montecito Bank & TrustCarpinteria, California, United States View → CF Clara Frausto Clara Frausto Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → VM Veronica Murphy Veronica Murphy Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → PK Paul Kovacevich Paul Kovacevich Colleague at Montecito Bank & TrustGoleta, California, United States View → RH Rena Hennen Rena Hennen Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → SS Sal Sandoval Sal Sandoval Colleague at Montecito Bank & TrustMoorpark, California, United States View → CL Chris Landon Chris Landon Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → SD Stephaney Diaz Mendez Stephaney Diaz Mendez Colleague at Montecito Bank & TrustSanta Barbara, California, United States View → LE Larry Edwards Larry Edwards Colleague at Montecito Bank & TrustSolvang, California, United States View →
2 education records

Albert Chu, Cfa, Caia education

FAQ

Frequently asked questions about Albert Chu, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Albert Chu, Cfa, Caia work for?

Albert Chu, Cfa, Caia works for Montecito Bank & Trust.

What is Albert Chu, Cfa, Caia's role at Montecito Bank & Trust?

Albert Chu, Cfa, Caia is listed as VP, Senior Portfolio Manager at Montecito Bank & Trust.

What is Albert Chu, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @montecito.bank for Albert Chu, Cfa, Caia at Montecito Bank & Trust.

Where is Albert Chu, Cfa, Caia based?

Albert Chu, Cfa, Caia is based in Los Angeles County, California, United States while working with Montecito Bank & Trust.

What companies has Albert Chu, Cfa, Caia worked for?

Albert Chu, Cfa, Caia has worked for Montecito Bank & Trust, Wolf Asset Management, Inc, Assetmark (Savos Investments), Wealthstone, Inc., and Meeder Investment Management.

Who are Albert Chu, Cfa, Caia's colleagues at Montecito Bank & Trust?

Albert Chu, Cfa, Caia's colleagues at Montecito Bank & Trust include Chad Sorensen, Clyde Freeman, Clara Frausto, Veronica Murphy, and Paul Kovacevich.

How can I contact Albert Chu, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Albert Chu, Cfa, Caia at Montecito Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Albert Chu, Cfa, Caia attend?

Albert Chu, Cfa, Caia holds M.S. from Boston University.

What skills is Albert Chu, Cfa, Caia known for?

Albert Chu, Cfa, Caia is listed with skills including Wealth Management, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Investments, Mutual Funds, and Alternative Investments.

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