AeroLeads people directory · profile

Albert Chu, Cfa, Caia Email & Phone Number

VP, Senior Portfolio Manager at Montecito Bank and Trust 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 May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@montecito.bank
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Montecito Bank & Trust
Role
VP, Senior Portfolio Manager at Montecito Bank and Trust
Location
Los Angeles County, California, United States
Company size
187 employees

Who is Albert Chu, Cfa, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Albert Chu, Cfa, Caia is listed as VP, Senior Portfolio Manager at Montecito Bank and Trust at Montecito Bank & Trust, a company 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 VP, Senior Portfolio Manager at Montecito Bank & Trust and Investment and Asset Management Consultant at Wolf Asset Management, Inc. Albert Chu, Cfa, Caia holds M.S. from Boston University.

Company email context

Email format at Montecito Bank & Trust

This section adds company-level context without repeating Albert Chu, Cfa, Caia's masked contact details.

*@montecito.bank
71% confidence

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

View email format View company profile Management contacts
Profile bio

About Albert Chu, Cfa, Caia

Albert Chu, Cfa, Caia is a VP, Senior Portfolio Manager at Montecito Bank and Trust 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 at Montecito Bank and Trust
santa barbara, california, united states
Website
montecito.bank
Employees
187
AeroLeads page
Company profile
View company profile Email format
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

Current
Wolf Asset Management, Inc

Sarasota, Florida, (Remote)

Apr 2021 - Present

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 →

OB Olivia Brown Olivia Brown Colleague at Montecito Bank & Trust Santa Barbara County, California, United States, United States View → BS Ben Scott Ben Scott Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → CF Clara Frausto Clara Frausto Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → YW Yifei Wu Yifei Wu Colleague at Montecito Bank & Trust Santa Barbara County, California, United States, United States View → CH Celia Hernandez Celia Hernandez Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → KO Kellen Olson Kellen Olson Colleague at Montecito Bank & Trust Goleta, California, United States, United States View → KK Kerry Kelley Kerry Kelley Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → AA Alan Acosta Alan Acosta Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → CL Chris Landon Chris Landon Colleague at Montecito Bank & Trust Santa Barbara, California, United States, United States View → RW Robert Worden Robert Worden Colleague at Montecito Bank & Trust Santa Barbara, California, United States, 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 and Trust 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 Olivia Brown, Ben Scott, Clara Frausto, Yifei Wu, and Celia Hernandez.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.