Douglas Walters

Chief Investment Officer @Strategic Financial Services, Inc

Clinton, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Chief Investment Officer @Strategic Financial Services, Inc

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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

1999 — 2001

MIT Sloan School of Management

MBA, Finance

1997 — 1999

Massachusetts Institute of Technology

MS, Mechanical Engineering

N/A

Harvard Business School Executive Education

Investment Managment Workshop

1991 — 1995

Clarkson University

BS, Mechanical Engineering

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.

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