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.
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.
Daniel Walter, CFP®
Client Relationship Manager & Risk Management Specialist
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...
Maureen Nulty
Client Relationship Manager