Zach Walters
Chief Investment Officer bei Walled Lake Planning & Wealth Management LLC
Profil
Mr. Zachary H.
Walters is a Chief Investment Officer at Walled Lake Planning & Wealth Management LLC.
His role at Walled Lake is seeking best-in-class investment solutions, assisting in the wealth management planning process, as well as development of account allocations.
Mr. Walters began his career and worked as a financial consultant at Ameriprise Financial until joining Howard and Noel’s team in 2006.
He received his Bachelor of Science degree in Business Management, and a minor in Finance degree from Purdue University.
Aktive Positionen von Zach Walters
| Unternehmen | Position | Beginn |
|---|---|---|
Walled Lake Planning & Wealth Management LLC
 Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Chief Investment Officer | 01.12.2018 |
Ausbildung von Zach Walters
| Purdue University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Walled Lake Planning & Wealth Management LLC
Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
