Al is a Managing Director and senior equity portfolio manager. Al has 40 years of industry experience, starting his career at Kidder, Peabody & Co. in 1984 and moving to Alex. Brown in 1990 where he developed his expertise in growth stock investing. Alex. Brown, founded in 1800, is the United States’ first investment bank and managed the IPO underwritings of such significant companies as Microsoft, Oracle and Sun Microsystems (over a ten-day period), US Healthcare (the first HMO), and AOL and Starbucks (in the same year). Al and his team currently manage more than $1 billion in assets* and was named as a 2021 Barron’s Top Advisor. He holds an MBA, M.S. and two B.S. degrees from The Pennsylvania State University. He is a graduate of the Securities Industry Association at the Wharton School of Business of the University of Pennsylvania. He has spoken on portfolio management to MBA students and at industry conferences. He is a former president of the Philadelphia Jaycees and the Haverford Civic Association, former Habitat for Humanity Philadelphia board member, and current board member of the Cradle of Liberty Council of the Boy Scouts of America. Al is an Eagle Scout who was recognized in 2018 with the National Outstanding Eagle Scout Award and again in 2019 with the distinguished Silver Beaver Award. Al and Leslie, his wife, reside in Naples, FL.
* As of Nov 2023
* Source: Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2019 to 09/30/2020, and was released on 03/12/2021. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Al Boris