Albert Lim

Albert Lim


New York, New York, United States

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Work Experience

Crewcial Partners LLC ®

Senior Investment Consultant

2024-03-01 - Present

Russell Investments

Senior Consultant

2022-01-01 - 2023-01-01

PNC

Director

2021-01-01 - 2022-01-01

Appalachian Mountain Club

Pro bono consultant

2013-01-01 - 2013-01-01

McKinsey & Company

Management Consultant

2013-01-01 - 2015-01-01

Skills

investment advisor portfolio transitions manager searches manager due diligence risk assessment portfolio analytics asset allocation reviews performance reporting educational workshops rebalancing strategies foundation investment consultants

Languages

English