Albert Jalso
Advisor | Portfolio Manager | Board Member | Mentor
- Role
- Board Member at Alphacert
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Albert Jalso
Albert has extensive experience in financial services — from the global down to the community and individual levels. This includes advising on and managing tax-efficient strategies for high-net-worth clients, and managing multi-billion-dollar portfolios for large institutions.As an advisor, investor, board member, and university lecturer, Albert is passionate about creating value, building relationships, and sharing insights - all with Growth in mind. He is an active angel investor in multiple sectors, with a focus on the intersection of financial services and technology. Albert is non-executive member of the Growth Advisory Board of AlphaCert, an investment management data technology enterprise. In this capacity he advises and provides commercial support to leadership to develop growth opportunities. Albert also serves on the board of the University of Washington Bothell School of Business, where he supports the school\'s strategic vision, community engagement, and fundraising efforts (he has chaired several capital campaigns for the university). Albert is a frequent guest lecturer and active mentor at UW Bothell, leveraging his experience in portfolio management and business development that’s he’s gained working in Europe, Asia-Pac as well as in his native United States.
Experience
Board Member
Nov 2024 — Present · Auckland, NZ
Advise, facilitate industry connections and provide commercial support to AlphaCert to accelerate the growth of its investment data management solutions business
Education
Duquesne University
Bachelors - Business & Administration, Finance & Marketing
Carnegie Mellon University
Masters - Public Management & Policy, Financial Management
Skills
- Investment Management
- Financial Markets
- Fixed Income
- Investment Strategies
- Alternative Investments
- Finance
- Fund of Funds
- Portfolio Management
- Wealth Management
- Portfolio Optimization
- Investments
- Managing in Multi-Cultural Environments
- Bonds
- Equity Research
- Equities
- Structured Products
- Asset Management
- Investment Advisory
- Emerging Markets
- Management
- Fixed Income Portfolio Management
- Mutual Funds
- Asset Allocation
- Risk Management
- Derivatives
- Hedge Funds
- Institutional Investments
- Capital Markets
- Series 7
- Etfs
- Asset Managment
- Client Development
- Bloomberg
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