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Doug Walters, CFA

Chief Investment Officer

Investment Committee  /  Team Leaders

Doug_Walters

The Engineer

Logical, practical and pragmatic. Design engineer turned seasoned investment professional. Delivering high quality, independent, fundamental research in pursuit of strong absolute, relative and risk adjusted returns.

Background

Doug serves as the senior investment professional at the firm.  He is charged with leading the Investment Committee and overseeing and coordinating all activities relating to Strategic’s investment decisions and investment management processes. In addition, Doug serves on Strategic’s Leadership Team.

Doug has over sixteen years of industry experience and brings to Strategic a diverse background in fundamental equity research. Most recently, he was a Director and Senior Equity Analyst at EVA Dimensions, LLC. Prior to that, Doug spent 13 years at Deutsche Bank AG in London and Deutsche Bank Securities, Inc. in New York City where he held a variety of positions including Director of CROCI (Cash Return on Capital Invested) Investment Strategy & Valuation.

Prior to entering his career in Finance, Doug was a design engineer with General Electric’s Aircraft Engines Division.

Credentials

  • Chartered Financial Analyst (CFA)
  • MBA, Finance, MIT Sloan School of Management
  • MS, Mechanical Engineering, MIT
  • BS, Mechanical Engineering, Clarkson University
  • Series 7, 63 and 87 securities license

Community Service

  • Board of Directors, A Better Chance of Clinton, N.Y.
  • Board of Directors, Clinton AYSO
  • Co-President of the Clarkson University Mohawk Valley Alumni Association
  • Volunteer soccer coach, Clinton AYSO
  • Volunteer First Lego League coach

Areas of Specialty

  • Equity Research and Analysis

    Equity Research and Analysis

  • Investment Strategies

    Investment Strategies

  • Workflow, Processes and Technology

    Workflow, Processes and Technology

Beneath the Surface

  • Claim to Fame

    Once traveled to London to play a soccer match against David Beckham.

  • Enjoys…

    Spending time with his family, soccer, skiing, home improvement projects, travel and looking for a good Pho restaurant.

  • Family

    Father of two. Enjoys coaching his children in their numerous activities, including soccer and First Lego League. You can often find Doug and his wife in the region’s many restaurants, enjoying the local fare.

When a train goes through a tunnel and it gets dark, you don't throw away the ticket and jump off. You sit still and trust the engineer

Corrie ten Boom