Edward Walters Email & Phone Number
President @ World Investment Advisors (formerly Pensionmark)
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Edward Walters Location
- Philadelphia, PA, US
Edward Walters Work
- President @ (October 2025 - Present)
- Chief Operating Officer and Head of Wealth Management OsaicFA and FS @ Osaic (May 2024 - May 2025)
- Chief Operating Officer and Head of Wealth Management, LFN Executive Leadership Team @ (May 2022 - May 2024)
- Senior Vice President @ (April 2019 - May 2022)
- Investment Vehicle Product Leader and Head of Managed Accounts @ (April 2015 - April 2019)
- Senior Vice President, Head of Research, Product and Retirement Service @ (April 2007 - April 2015)
- Vice President, Head of Wealth Management @ Ferris Baker Watts, Inc. (October 2005 - April 2007)
- Director of Product Development @ (October 2002 - October 2005)
- AVP, Director of Trading and Adminsitration @ (October 1997 - October 2002)
Edward Walters Education
- Morgan State University
Bachelor of Arts - BA (Economics)
- Saint Joseph's University
Master of Business Administration - MBA (Management)
Edward Walters Skills
- Sales
- Expense Management
- Presentations
- Strategic Initiatives
- Budget Process
- Board of Directors
- Strategic Vision
- Organizational Leadership
- Business Leadership
- Management
- Cross-functional Team Leadership
- Strategy
- Sales & Marketing Leadership
- P&L Management
- Rapid Revenue Growth
- Product Innovation
- Public Speaking
- Executive Financial Management
- Diversity, Equity, and Inclusion (DEI) Initiative Implementation
- Community Leadership
- Asset Managment
- Investment Advisory
- Institutional Consulting
- Alternative Investments
- Separately Managed Accounts
- ETFs
- Management Consulting
- Strategic Planning
- Change Management
- Operations Management
- Product Management
- Product Development
- Product Marketing
- Investments
- Portfolio Management
- Series 7
- Mutual Funds
- Strategic Financial Planning
- Wealth Management
- Asset Allocation
- Financial Advisory
- Retirement Planning
- Relationship Management
- Equities
- Securities
- Fixed Income
- Finance
- Financial Services
- Leadership
- Series 63
- Asset Management
- Executive Management
- Investment Strategies
- Investment Management
- Series 65
- FINRA
- Trading
- 401k
- Morningstar
- Morningstar Direct
- Retirement
- Series 24
- Uniform Combined State Law
- Financial Planning
- Retirement Services
- Investment Research
- 401k Retirement Savings Plans
- See 29+see Less
- Uniform Combined State
- Strategic Financial
- Separately Managed
- 401 Retirement Savings Plans
Edward Walters Summary
- Edward Walters, based in Philadelphia, PA, US, is currently a President at World Investment Advisors (formerly Pensionmark). Edward Walters brings experience from previous roles at Osaic, Lincoln Financial Group and T. Rowe Price. Edward Walters holds a Bachelor of Arts - BA in Economics @ Morgan State University. With a robust skill set that includes Sales, Expense Management, Presentations, Strategic Initiatives, Budget Process and more. Edward Walters has 2 emails and 1 mobile phone numbers on RocketReach.
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Top World Investment Advisors (formerly Pensionmark) Employees
Edward Walters
President
Philadelphia, PA, US
Rob Appleman
Vice President, Client Services
United States
Roger Rocha
Managing Director
Glendale, CA, US
Bruce Tobin
Managing Director
Boston, MA, US
Sean O'Flaherty
Managing Director
Eagle, ID, US
Pete Ravani
Managing Director at World Investment Advisors - Bay Area
California, United States
Jennifer Tanck
Executive Vice President
Florida, United States
Thomas Ming
Managing Partner
Bakersfield, CA, US
Robert Gibson
Managing Director
Philadelphia, PA, US
Chad Kolinsky
Managing Director
Ramsey, NJ, US
Mark Scalera
Managing Director
Long Hill, NJ, US
Joe Stack
Managing Director
Dallas, TX, US
W. Salyer
Managing Director, Regional Growth Leader
San Antonio, TX, US
Robert Scherzer
Managing Director- N.Y. Metro
New York, NY, US
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