Todd Walters Email & Phone Number
Private Wealth Advisor - Managing Director @ Rockefeller Capital Management
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Todd Walters Location
- West Palm Beach, FL, US
Todd Walters Work
- Private Wealth Advisor - Managing Director @ (June 2022 - Present)
- Managing Member and Co-Founder @ Spearhead (December 2011 - Present)
- Managing Member @ New Vernon Financial, LLC (October 2008 - December 2024)
- Managing Director @ (July 2006 - July 2008)
- Managing Director @ (February 2003 - July 2006)
- Director @ (April 2002 - January 2003)
- Vice President @ (May 2000 - March 2002)
- Associate @ Wurfbain Management (April 1996 - February 2000)
Todd Walters Education
- University of Wisconsin-Madison
BBA (Finance)
1994-1995 - HKIS 1991
Todd Walters Skills
- Hedge Funds
- Prime Brokerage
- Alternative Investments
- Fund Of Funds
- Asset Managment
- Investor Relations
- Equities
- Series 7
- Asset Allocation
- Portfolio Management
- Investments
- Investment Strategies
- Fixed Income
- Wealth Management
- Derivatives
- Due Diligence
- Mutual Funds
- Bloomberg
- Institutional Investments
- Emerging Markets
- Strategy
- Leadership
- Sales
- Public Speaking
- Startups
- Research
Todd Walters Summary
- Todd Walters, based in West Palm Beach, FL, US, is currently a Private Wealth Advisor - Managing Director at Rockefeller Capital Management. Todd Walters brings experience from previous roles at Spearhead, New Vernon Financial, LLC, Merrill Lynch and Credit Suisse. Todd Walters holds a 1994 - 1995 BBA in Finance @ University of Wisconsin-Madison. With a robust skill set that includes Hedge Funds, Prime Brokerage, Alternative Investments, Fund Of Funds, Asset Managment and more. Todd Walters has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
Laura Esposito
Managing Director, Chief Client Officer
New York, NY, US
James Lee
Managing Director
New York, NY, US
Georgina Lahoud-Nico
Managing Director - Private Wealth Advisor
New York, NY, US
Casey Clark
President, Rockefeller Global Investment Management
New York, NY, US
Edward Moldaver
Managing Director
New York, NY, US
Chris Dupuy
President, Rockefeller Global Family Office
San Clemente, CA, US
Noel Hodges
Managing Director, Private Wealth Advisor
New York, NY, US
Michael Outlaw
President, Rockefeller Global Family Office
New York, NY, US
Schuyler Perry
Managing Director
New York, NY, US
Gregory Fleming
President and Chief Executive Officer
New York, NY, US
Larry Rothenberg
Managing Director
New York, NY, US
James Rajeshvincent
Chief Information Officer
New York, NY, US
Susan Krimigis
COO, Moon Wealth Partners
Bethesda, MD, US
Michael Merlin
Founder, Merlin Wealth Management
Atlanta, GA, US
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