Kurt Walters Email & Phone Number
Senior Vice President, Portfolio Manager Director Associate @ Morgan Stanley
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Kurt Walters Location
- Carmel Hamlet, NY, US
Kurt Walters Work
- Senior Vice President, Portfolio Manager Director Associate @ (January 2023 - Present)
- First Vice President, Portfolio Manager Director Associate @ (January 2022 - December 2022)
- Vice President, Portfolio Manager Director Associate @ (January 2021 - December 2021)
- Assistant Vice President @ (March 2008 - December 2020)
- Managing Director and Portfolio Analyst @ (June 2007 - February 2008)
- Managing Director, Investment Strategist @ (September 1998 - June 2007)
- Vice President, Investment Research Analyst @ Safian Investment Research (April 1994 - August 1998)
- Equity and Investment Analyst @ Commonwealth Associates (August 1992 - April 1994)
- Vice President, Equity Analyst and Assistant Portfolio Manager @ Value Line Inc. (April 1991 - August 1992)
- Graduate Assistant @ (January 1990 - December 1990)
- Intern and Analyst @ Financial Services Corporation (December 1988 - December 1989)
Kurt Walters Education
- Pace University - Lubin School of Business
Masters of Business Administration (Financial Management)
1988-1990 - University of Iowa
Bachelor of Science (Geology)
1984-1988
Kurt Walters Skills
- NASD LICENSES: Series 7, Series 63, Series 65, Series 85, and Series 86
- COMPUTER SKILLS: Thomson/Reuters, FactSet, Haver Analytics, Bloomberg
- Investments
- Portfolio Management
- Equities
- Financial Modeling
- Fixed Income
- Series 63
- Thomson/Reuters
- Bloomberg
- Nasd Licenses
- FactSet
- Series 65
- Series 86
- Haver Analytics
- Computer Skills
- Series 85
- Series 7
Kurt Walters Summary
- Kurt Walters, based in Carmel Hamlet, NY, US, is currently a Senior Vice President, Portfolio Manager Director Associate at Morgan Stanley. Kurt Walters brings experience from previous roles at Morgan Stanley, Morgan Stanley Wealth Management and Bears Stearns & Co.. Kurt Walters holds a 1988 - 1990 Masters of Business Administration in Financial Management @ Pace University - Lubin School of Business. With a robust skill set that includes NASD LICENSES: Series 7, Series 63, Series 65, Series 85, and Series 86, COMPUTER SKILLS: Thomson/Reuters, FactSet, Haver Analytics, Bloomberg, Investments, Portfolio Management, Equities and more. Kurt Walters has 2 emails and 1 mobile phone numbers on RocketReach.
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