Team

Doug Walters

CFA | Chief Investment Officer, Partner

Doug serves as the senior investment professional at the firm and head of our planning group. He is responsible for setting strategy and providing industry-leading solutions to help our clients achieve their unique goals.

Doug Walters CFA, Chief Investment Officer: A man with short brown hair wearing a button down and vest. working at a table with co-workers.

Logical, practical and pragmatic. Mechanical engineer turned seasoned investment professional. Delivering rigorous, independent, evidence-based solutions in pursuit of strong absolute, relative and risk-adjusted returns.

Education

Chartered Financial Analyst (CFA) Charterholder
Master’s in Business Administration, Finance, MIT Sloan School of Management
Master’s, Mechanical Engineering, MIT
Bachelor of Science, Mechanical Engineering, Clarkson University

Community Service

Mohawk Valley Edge, Board and Finance Committee Member
Clarkson University Mohawk Valley Alumni Association, Co-President
Clarkson University Alumni Association Leadership Board, Member
Rotary Club District 7150, Member

Beneath the Surface

Claim to Fame

Once traveled to London and played a soccer match against David Beckham.

Enjoys

Spending time with his family, home improvement projects, escape rooms, painting, travel and looking for a good Pho restaurant.

Family

Father of two. Enjoys visiting his kids in college and planning family vacations. You can often find Doug and his wife at local fundraisers and 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

Doug Walters

Education

Community Service

Beneath the Surface

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