Designations and Licenses

Walter is a Chartered Retirement Planning CounselorSM. He also holds an insurance license in Connecticut.

Experience and Education

Walter provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Walter was a director, financial planning at Edelman Financial Engines. Before that, he was a vice president, financial consultant at Charles Schwab & Co. and a financial advisor at Morgan Stanley.

Walter holds a bachelor’s degree in economics from Fordham University.

Personal Interests

Away from the office, Walter enjoys soccer, coaching and community activities. He is also a fan of AC Milan and the New York Yankees.