Douglas Walters
Providing investing peace of mind so you can live your great life.
- Role
- Chief Investment Officer at Strategic Financial Services, Inc
- Location
- Clinton, NY, US
- LinkedIn followers
- 500 followers
About Douglas Walters
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.
Experience
Chief Investment Officer
Strategic Financial Services, Inc
Jan 2015 — Present
Serving as the senior investment professional at the firm and head of our planning group. Responsible for setting strategy and providing industry-leading solutions to help clients achieve their unique goals.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
MIT Sloan School of Management
MBA, Finance
1999 — 2001
Massachusetts Institute of Technology
MS, Mechanical Engineering
1997 — 1999
Harvard Business School Executive Education
Investment Managment Workshop
Clarkson University
BS, Mechanical Engineering
1991 — 1995
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