Chris Walters

Compliance Officer bei

Wells Trecaso Financial Group LLC

Consumer Services

Finance

Profil

Mr. Christopher C.
Walters is a Partner & Wealth Advisor 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 WTFG employs a GARP-oriented investment approach and uses the “Wells Trecaso Valuation Model” to look for companies that are undervalued based on the Price Earnings Ratio (P/E) and potential earnings (EPS). The Model looks at the current P/E and compares this to their high/low P/E of the last market cycle, typically 5 to 10 year span of time. The firm further breaks down the spread between the average high/low to see which companies are trading at the bottom quartile or below of that range, its mid-range or the top quartile or above. The Buy candidates are in the bottom quartile or below, while the Sell candidates are in the top quartile or above. The mid-range positions are holds.	Compliance Officer	01.12.2017

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Private Unternehmen	2
University of Akron University of Akron Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Trecaso Financial Group LLC Wells Trecaso Financial Group LLC Investment ManagersFinance WTFG employs a GARP-oriented investment approach and uses the “Wells Trecaso Valuation Model” to look for companies that are undervalued based on the Price Earnings Ratio (P/E) and potential earnings (EPS). The Model looks at the current P/E and compares this to their high/low P/E of the last market cycle, typically 5 to 10 year span of time. The firm further breaks down the spread between the average high/low to see which companies are trading at the bottom quartile or below of that range, its mid-range or the top quartile or above. The Buy candidates are in the bottom quartile or below, while the Sell candidates are in the top quartile or above. The mid-range positions are holds.	Finance

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