Todd Walters Email & Phone Number
Private Wealth Advisor - Managing Director @ Rockefeller Capital Management
Todd Walters Location
West Palm Beach, FL, US
Todd Walters Work
- 2022 - now Private Wealth Advisor - Managing Director @ Rockefeller Capital Management
- 2011 - now Managing Member and Co-Founder @ Spearhead
- 2008 - now Managing Member @ New Vernon Financial, LLC
- 2006 - 2008 Managing Director @ Merrill Lynch
- 2003 - 2006 Managing Director @ Credit Suisse
- 2002 - 2003 Director @ Arden Asset Management LLC
- 2000 - 2002 Vice President @ Morgan Stanley
- 1996 - 2000 Associate @ Wurfbain Management
Todd Walters Education
- University of Wisconsin-Madison
BBA (Finance)
1994 - 1995 - HKIS1991
Todd Walters Skills
- Hedge Funds
- Prime Brokerage
- Alternative Investments
- Fund Of Funds
- Asset Managment
- Investor Relations
- Equities
- Series 7
- Asset Allocation
- Portfolio Management
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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