Doug Walters
Directeur en chef des Investissements chez Strategic Financial Services, Inc. (New York)
Profil
Mr. Douglas S.
Walters, CFA MBA, is a Chief Investment Officer at Strategic Financial Services, Inc. (New York).
He 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, he serves on Strategic’s Leadership Team.
He has over sixteen years of industry experience and brings to Strategic a diverse background in fundamental equity research.
Most recently, Mr. Walters was a Director and Senior Equity Analyst at EVA Dimensions, LLC.
Prior to that, he spent 13 years at Deutsche Bank AG in London and Deutsche Bank Securities, Inc. in New York City where he held a variety of positions including Director of Cash Return on Capital Invested Investment Strategy & Valuation.
Prior to entering his career in Finance, he was a design engineer with General Electric’s Aircraft Engines Division.
He received his undergraduate degree from Clarkson University, a graduate degree from Massachusetts Institute of Technology and an MBA from MIT Sloan School of Management.
Postes actifs de Doug Walters
| Sociétés | Poste | Début |
|---|---|---|
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Directeur en chef des Investissements | 01/06/2014 |
Anciens postes connus de Doug Walters
| Sociétés | Poste | Fin |
|---|---|---|
EVA Dimensions LLC
 EVA Dimensions LLC Investment ManagersFinance Founded by Bennett Stewart, EVA Dimensions is an independent investment research for located in Locust Valley, New York. The firm is affiliated with EVA Advisers LLC. EVA Dimensions offers tools and training and support services that help corporate teams and consultants measure, analyze and improve corporate performance, and enable institutional investors make better investment decisions, with the power of EVA and the EVA Momentum ratio framework. The firm also maintains a 9,000 company global file on EVA metrics as reference points for benchmarking performance, setting targets and assessing expectations. | Analyst-Equity | - |
Deutsche Bank AG (Broker UK)
 Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Corporate Officer/Principal | - |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Analyst-Equity | 08/11/2011 |
Formation de Doug Walters
| Massachusetts Institute of Technology | Graduate Degree |
| Clarkson University | Undergraduate Degree |
| MIT Sloan School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
EVA Dimensions LLC
EVA Dimensions LLC Investment ManagersFinance Founded by Bennett Stewart, EVA Dimensions is an independent investment research for located in Locust Valley, New York. The firm is affiliated with EVA Advisers LLC. EVA Dimensions offers tools and training and support services that help corporate teams and consultants measure, analyze and improve corporate performance, and enable institutional investors make better investment decisions, with the power of EVA and the EVA Momentum ratio framework. The firm also maintains a 9,000 company global file on EVA metrics as reference points for benchmarking performance, setting targets and assessing expectations. | Finance |
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Finance |
Deutsche Bank AG (Broker UK)
Deutsche Bank AG (Broker UK) Investment Banks/BrokersFinance Deutsche Bank AG (Deutsche Bank UK) is the UK-based securities brokerage division of Deutsche Bank AG (ETR: DBK) in Germany. The firm is headquartered in London and was founded in 1873. Deutsche Bank provides brokerage services to companies and institutions. | Finance |
