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 reward.
Dave began his career working in a supervisory role at Peat, Marwick, Mitchell, and Co., a predecessor to KPMG, and then moved into private practice where he served the accounting needs of high net worth individuals, nonprofit organizations and business owners.
Dave joined the Carnegie Foundation in 1988 and served in the role of Treasurer and CFO, where he was responsible for oversight of the foundation’s investment portfolio as well as advising the Board of Trustees and foundation president on asset allocation and investment policy development.
In 2001, Dave recognized there was a need for business owners, high net worth individuals and the everyday person to effectively manage their financial lives. Dave joined Halberstadt Financial where he now serves as the Chief Investment officer and president.
Mr. Walter has steadily grown his firm and his team of financial professionals, which now include his two sons, Daniel Walter CFP® and Jeremy Walter, Chartered Market Technician®. Daniel and Jeremy bring financial, accounting and risk management backgrounds to the firm.
Together, with his sons and the rest of his team, Dave helps manage the day-to-day financial pressures that his clients face. The focus is on helping clients manage their finances effectively while assisting with the transfer of wealth based on personal goals and time horizons. Dave's team approaches their work with the utmost care and dedication, striving to provide the best possible guidance and support to their clients on a daily basis.