Our Team

David Walter, CPA/PFS, CFP®

President and Chief Investment Officer

David Walter is a highly accomplished financial professional with a remarkable background in accounting and finance. Dave has a proven track record of helping others minimize financial risk while maximizing their financial rewards.

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Jeremy Walter, CMT

Chief Investment Strategist

His expertise centered around hedge funds, private equity firms, high-frequency trading funds, and manufacturing companies, showcasing his incredible versatility and acumen in the financial realm.

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Daniel Walter, CFP®

Client Relationship Manager & Risk Management Specialist

Daniel brings over 15 years of extensive experience in the financial services industry, underpinned by a robust foundation in finance and accounting. Throughout his distinguished career, Daniel has honed his expertise in fostering and...
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Olga Krostyne

Financial Analyst

Olga has more than 6 years of experience working in finance and healthcare management. Before joining our team, Olga was a financial/commission analyst at Easy Choice Health Plan of New York (formerly Atlantis Health Plan). Prior to...

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Maureen Nulty

Client Relationship Manager

mjnulty@halbfin.com