VP, Senior Wealth Advisor @ (November 2021 - July 2023)
Financial Counselor @ Weston Financial Group, Inc. (January 2011 - November 2021)
Associate @ Weston Financial Group, Inc. (July 1998 - January 2011)
Accountant @ (September 1994 - July 1998)
Walter Riester Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) (Finance)
1985-1987
Colgate University
Bachelor of Arts (BA) (Economics)
1979-1983
Walter Riester Skills
Portfolio Management
Investments
Asset Management
Insurance
Wealth Management
Financial Planning
Mutual Funds
Certified Financial Planner
Equities
Asset Allocation
Series 7
Retirement
Walter Riester Summary
Walter Riester, based in Boston, MA, US, is currently a Private Wealth Advisor at Flagship Harbor Advisors. Walter Riester brings experience from previous roles at Washington Trust Wealth Management, Weston Financial Group, Inc. and Putnam Investments. Walter Riester holds a 1985 - 1987 Master of Business Administration (M.B.A.) in Finance @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Portfolio Management, Investments, Asset Management, Insurance, Wealth Management and more. Walter Riester has 1 emails and 1 mobile phone numbers on RocketReach.
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