Chris Walters

Compliance Officer chez Wells Trecaso Financial Group LLC

Profil

Mr. Christopher C.
Walters is a Managing Director & Portfolio Manager 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.

Postes actifs de Chris Walters

Sociétés	Poste	Début
Wells Trecaso Financial Group LLC	Compliance Officer	01/12/2017

Formation de Chris Walters

University of Akron

Undergraduate Degree