Steven has conducted business in every major financial center of the world including mainland China. He has worked for both domestic and foreign companies, domestically and overseas, with responsibilities in global private banking and expanding and developing business enterprises in new and established markets. Mr. Albrecht is CEO of Charter Trust Company. The firm is privately held and works confidentially with high net worth individuals and families to: increase wealth, through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration, and transfer wealth through estate plans, family strategies, education and philanthropy.

Prior to joining Charter Trust, he was the CEO, of World Asset Management where he transformed the firm from a small, single product, financially breakeven firm, into a $22 billion, multi-level product, multi-level distribution, financially successful enterprise. The firm is now one of the most profitable investment management firms in the country.

Mr. Albrecht’s earlier firm, Investor’s Information International developed the first econometric models of individual international securities. The international portfolios now using this investment process have consistently been in the first quartile of ranking universes.

Mr. Albrecht is also active in the financial community. He is an Associate Editor for the Journal of Investing, Associate Editor for the Journal of Wealth Management and a member of the International Investment Forum. He has written articles for journals in the industry, been quoted in Investor’s Business Daily, Wall Street Technology and had been a guest speaker on television for COMCAST. Mr. Albrecht is co-host of Talking Money which is broadcast over 5 major radio stations twice weekly and financial commentator of the Morning Wake-Up Show. He has been a speaker at Purdue University’s Executive Forum and other industry events. He is also a Board member of NHPTV, Chair of the Development Committee and member of the Executive Committee, Trustee of The Butler Foundation and Chairman of Charter Charitable Foundation. Mr. Albrecht is a past Board member of the Krannert Fund, FOMA, Crimeline of Concord, Community Bridges and KSAA. In 1975, Mr. Albrecht earned a Bachelor of Science degree in Industrial Management with concentrations in market research and economics from Purdue University. He later received his MBA from the University of Alabama with concentrations in operations research and finance.

For more information about this course, contact Steve at: salbrechtgsc@comcast.net