Beverly Hills Wealth Management has hired Bart Albrigo as a senior vice president and wealth management advisor.
In his new role, the 24-year industry veteran will be responsible for high-net-worth portfolio construction as well as helping to develop and manage investment strategies for the RIA's broader client base.
Albrigo previously served as a senior vice president and financial advisor at Morgan Stanley where he focused on private client and charitable foundation wealth building and capital preservation.
The firm also announced the addition of Winnie Phung as a wealth management associate specializing in compliance.
“We are thrilled to have Bart and Winnie join the Beverly Hills Wealth Management team,” BHMW President and CEO Mag Black-Scott said in a statement. “Their immense knowledge and proven track records of success will enhance the level of service and support we deliver to our clients.
