Chris Walters
Compliance Officer bij Wells Trecaso Financial Group LLC
Profiel
Mr. Christopher C.
Walters is a Managing Director & Portfolio Manager at Wells Trecaso Financial Group LLC.
He helps develop the group’s asset allocation strategy, investment research and selections, and develops many of the financial plans for clients.
He prepares the equity valuation screens used by the group and conducts the trading in the managed accounts.
He also works with institutional clients on manager selections, evaluation, and investment policy plan guidelines.
He has more than 22 years of experience in the financial services industry, he was a Financial Advisor with Morgan Stanley and with UBS Paine Webber.
He earned a Bachelor’s degree in Finance with a minor in Economics from the University of Akron.
Actieve functies van Chris Walters
| Bedrijven | Functie | Begin |
|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Compliance Officer | 01-12-2017 |
Opleiding van Chris Walters
| University of Akron | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
