Todd Walter Email & Phone Number
Partner and Chief Wealth Planning Officer @ The Joseph Group Capital Management
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Todd Walter Location
- Columbus, OH, US
Todd Walter Work
- 2009 -now Partner and Chief Wealth Planning Officer @
- 2002 -2009 Financial Planner @
- 2000 -2002 Staff Accountant @
Todd Walter Education
- Miami University 1994-1998
Todd Walter Skills
- Financial Planning
- Charitable Giving
- Tax
- Investments
- Portfolio Management
- Financial Modeling
- Financial Services
- Estate Planning
- Cash Flow
Todd Walter Summary
- Todd Walter, based in Columbus, OH, US, is currently a Partner and Chief Wealth Planning Officer at The Joseph Group Capital Management. Todd Walter brings experience from previous roles at Ronald Blue & Co. and EY. Todd Walter holds a 1994 - 1998 Miami University. With a robust skill set that includes Financial Planning, Charitable Giving, Tax, Investments, Portfolio Management and more. Todd Walter has 2 emails and 2 mobile phone numbers on RocketReach.
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