Chuck Alberton, CFA, CAIA, CPWA®

Senior Managing Director - West Coast Head of Portfolio Strategy Management

San Francisco, California, United States

About

Experience

  • Senior Managing Director - West Coast Head of Portfolio Strategy Management at Sandro Wealth Management
    Sep 2025 - Present · 11 mos

  • Northwest Divisional Managing Director & Senior Portfolio Manager at City National Rochdale
    2000 - Sep 2025 · 25 yrs 9 mos

  • Institutional Fixed Income at Lehman Brothers
    1995 - 1998 · 3 yrs