Sandro Wealth Welcomes Seasoned Investment Executive Chuck Alberton to Its Leadership Team

18.09.25 14:15 Uhr

NEW YORK, Sept. 18, 2025 /PRNewswire/ -- Sandro Wealth, a private wealth firm that partners with elite financial advisors to help them win and retain high net-worth clients, is pleased to welcome Chuck Alberton (CFA, CAIA, CPWA®) to the firm's deep executive bench. Alberton brings a thirty-year career as a successful investment professional to his role as Sandro Wealth's new Senior Managing Director and West Coast Head of Portfolio Strategy Management.

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Alberton will help lead the firm's portfolio strategy management group, leveraging his experience and best practices to help financial advisors customize high-performing portfolios that reach their clients' goals.

"I've had the privilege of working alongside Chuck for over twenty years," says Garrett D'Alessandro, Chief Executive Officer and Co-Chief Information Officer at Sandro Wealth. "I know firsthand the depth of his expertise and dedication and have seen him consistently help advisors and clients navigate complex markets with clarity and confidence."

"Sandro Wealth's extensive capabilities, along with their commitment to client excellence and to elevating advisors, propelled my decision to join the firm," says Alberton. "I look forward to extending Sandro's full suite of services, tools, and expertise, particularly in private market investment strategies, to the advisors I work with and their clients."

Alberton's career began on the Institutional Fixed Income desk at Lehman Brothers after which he joined Rochdale Investment Management. While at Rochdale he rose through the ranks and served as Northwest Divisional Managing Director & Senior Portfolio Manager. Alberton holds a CFA, CAIA, and CPWA and is a proud alumnus of the University of Notre Dame, where he received his MBA.

Learn more about Sandro Wealth's innovative business model and services at sandrowealth.com.

About Sandro
Sandro Wealth, empowers elite financial advisors to win high-net-worth clients by delivering sophisticated investment and wealth advisory solutions. Advisors partnering with Sandro Wealth gain access to a suite of solutions: investment management, private markets investments, advanced estate planning, risk management/asset protection, business succession planning, and Banking-as-a-Service — all through one trusted relationship. 

Disclosures
Sandro Wealth Management LLC ("Sandro Wealth") is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Sandro Wealth and its representatives are properly licensed or exempt from licensure."
For additional information, please visit our website at sandrowealth.com

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SOURCE Sandro Wealth Management