Chief Operating Officer
Walter joined MarketCounsel after first being a client and then attending The MarketCounsel Summit year after year. Walter is an experienced leader and passionate practitioner of operational excellence. In his current role, Walter leads efforts to manage MarketCounsel’s operations team and to create an industry-leading platform to complement the firm’s services.
Previously, Walter has been a senior operating executive in both the institutional and individual investor sectors of the financial services industry as well as a consultant to organizations across their lifecycles. Early in his career, he traded fixed income securities and led institutional sales, trading and research efforts for Salomon Brothers, Bear Stearns, Dean Witter and Painewebber in addition to being an instructor at the New York Institute of Finance. After this, he transitioned to the individual investor-focused sector of the industry and led one of Ameriprise Financial’s highest performing and most profitable regions for more than a dozen years. He then developed and consulted for a number of entrepreneurial ventures and led the evolution of a $500mm+ AUM financial planning practice before joining MarketCounsel.
Walter brings an abundance of technical and industry experience to his current role. He is a graduate of Harvard College and has held numerous securities licenses, including Series 7, 63 and 24 and several New Jersey state insurance licenses.