Background

Walter has more than 5 years in the finance industry, starting with Baird in the Milwaukee headquarters. His experience as a Business Transformation Analyst and then Client Specialist has provided great insight into Private Wealth Management. His experiences include creating financial plans and communicating with clients. Walter serves as a mentor and coach for his alma mater University School of Milwaukee USM. Additionally, he sits on the board of directors for Safe and Sound, while being an active member of the Greater Milwaukee Foundation (GMF) in the Community Adviser and Ambassador Network (CAAN) program. In Walter’s free time he enjoys going on hikes with his wife, going to concerts, and engaging in sport leagues with his friends.

Education

Walter graduated high school from University School of Milwaukee with aspirations of being in business. He later graduated from Benedictine University with a BBA double majoring in International Business and Economics with a minor in Mandarin Chinese.

Team role

Walter leads the team in their Next Gen initiative focusing on the future of the WE Wealth Management Group. He also leads the WE Group’s social media presences ensuring all things technology are done efficiently. Lastly, Walter manages the team events, these events are designed to provide education, communication and camaraderie to our community and clients.