Steven A. Albrecht, President & Chief Executive Officer. Mr. Albrecht 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. 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.
Mr. Albrecht is also active in the financial community. He is an Associate Editor for the Journal of Wealth Management and a member of the International Investment Forum. Mr. Albrecht has written articles for journals in the industry, been quoted in Investor’s Business Daily, Wall Street Technology, New Hampshire Magazine and Boom! Magazine, and has been a guest speaker on television for COMCAST. He is a regular guest on 107.7 WTPL’s The PULSE Morning Wake Up Show and is co-host of Money Basics, a daily radio show airing live on 11 stations throughout New England. Mr. Albrecht has been a speaker at Purdue University’s Executive Forum and other industry events. He is also Chairman of Charter Charitable Foundation, Vice Chairman of New Hampshire Public Television, Director of the Butler Family Foundation, Co-Founder of The Investment Engine, and Associate of Up The River Endeavors. He is also past Director of the Krannert Fund at Purdue University, FOMA 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.
Prior to joining Charter Trust, Mr. Albrecht 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, with all products rated in the highest quality categories in the industry. Mr. Albrecht’s earlier firm, Investor’s Information International, developed the first econometric models of individual international securities.
