Albert Tan, CFA, CAIA

Senior Associate

Albert is a Senior Associate supporting ESG-integration client engagements. 

Albert previously worked at Nuveen on the institutional advisory team for TIAA-CREF retirement plans. As the investment specialist on the client service team,  he would engage with various stakeholders on topics of responsible investing, ESG investments and impact investing in both public and private assets.

Prior to Nuveen, Albert ran his own financial advisory firm.


Albert holds an MBA from the Thunderbird School of Global Management, a Bachelor of Music from DePaul University and is a Returned Peace Corps Volunteer. Albert is a CFA and a CAIA charterholder, and has the SASB Fundamentals of Sustainable Accounting (FSA) credential.

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ESG and impact investing advisory with the goals of risk management and value enhancement

New York, NY  

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