Albert LauAlbert LauWealth Advisor
About Albert
Albert Lau is a Wealth Advisor with J.P. Morgan Wealth Management. With over 15 years of financial services experience, he delivers diversified equity strategies and investment management services to high-net-worth clients.
Al takes a top-down and big picture view to provide macroeconomic equity research analysis for the team. His methodical approach leverages his technical skills, trading experience and hedge fund background to build portfolios that target risk management and capital preservation through the accumulation of positions over time.
A passionate student of the market, he and Stephen Molasky have developed a dynamic synergy to evaluate financial research and exchange investment ideas. The team maintains a watch list of 50 to 150 positions, and Al monitors these closely for changes in earnings growth or other economic factors that signal a need to adjust and refine. He also works one-on-one with clients on many investment-related functions, including distribution of returns, checking balances and wire transfers.
Al graduated from the University of Illinois at Urbana-Champaign with a B.A. in Finance, and began his career as an Equity Research Analyst at the hedge fund Dragon Financial Capital. He joined J.P. Morgan in 2015 from JPMorgan Chase, where he was an IT Project Manager.
He and his wife, Elaine, live in the suburbs of Chicago with their two-year-old daughter, Chloe. When not spending time with clients or his family, Al enjoys playing basketball, and is also interested in real estate and technology.
Insights
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October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowHow an annuity can help as you plan for retirement
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October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now