Chris Walters
Compliance Officer bei Wells Trecaso Financial Group LLC
Profil
Mr. Christopher C.
Walters is a Managing Director & Portfolio Manager at Wells Trecaso Financial Group LLC.
He helps develop the group’s asset allocation strategy, investment research and selections, and develops many of the financial plans for clients.
He prepares the equity valuation screens used by the group and conducts the trading in the managed accounts.
He also works with institutional clients on manager selections, evaluation, and investment policy plan guidelines.
He has more than 22 years of experience in the financial services industry, he was a Financial Advisor with Morgan Stanley and with UBS Paine Webber.
He earned a Bachelor’s degree in Finance with a minor in Economics from the University of Akron.
Aktive Positionen von Chris Walters
| Unternehmen | Position | Beginn |
|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Compliance Officer | 01.12.2017 |
Ausbildung von Chris Walters
| University of Akron | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
