Walter joined the company in 2013 and works as a portfolio manager in our San Antonio office. Walter brings with him 8+ years of research and investment management experience. He has a demonstrated track record of success in designing, implementing, and managing multi-asset investment portfolios to meet the unique needs of high-net-worth individuals, trusts, and institutions. He is involved in multiple areas of wealth management, with extensive knowledge and expertise in the analysis and assessment of various asset classes including equity, fixed income, and alternative investment securities.
Walter attended Texas Tech University where he received his undergraduate degree in 2009 with a Bachelor of Business Administration concentrated in finance. He graduated from the master’s program at the University of Texas at San Antonio where he received his Masters in Business Administration with a concentration in finance.
