Al serves as the Chief Investment Officer of the Portfolio Partners department, as well as Vice President and shareholder of AdvisorNet Financial. He is a co-founder of Portfolio Partners and continues to serve in this role. He joined AdvisorNet in 2007 as part of AFP’s Investment and Research Department (IRD) and Portfolio Committee. After developing an improved retirement income strategy, he advanced to managing IRD’s day-to-day business. He plays a central role in the development and ongoing maintenance of both the strategic and tactical asset allocation models and is responsible for the oversight of all aspects of portfolio management. Al holds his series 7 and 66 registrations, holds the Accredited Wealth Management Advisor (AWMA) designation, and is a graduate of the University of Minnesota-Duluth.
The Portfolio Partners team specialize in investments, research and, back-office support to help you maximize your time with your clients.