Albert runs operations for the practice end to end. He owns client-onboarding, account transfers, document workflow, custodian and platform troubleshooting, and the quiet work that turns a small advisory practice into one that runs cleanly. Every operational question lands with him first; nothing routes through a service tier or call center.
He is the connective tissue between the practice and its support staff, keeping everyone aligned and moving so client needs are met quietly, quickly, and without friction.
Albert is a multi-decade veteran of the wealth-management industry, with extensive prior experience in operations and process leadership at a major wirehouse, including direct work with new client onboarding and process design.
Outside the Office
Albert, raised in the Bronx by Dominican parents, lives between New York City and the Hudson Valley with his wife and two sons. His oldest son is starting at SUNY New Paltz this fall (leaving Albert caught somewhere between pride and quiet terror). Al dedicates his free time to travel, tournament softball, and martial arts.
