About the Author

  • Stephen Todd Walker works with institutions and Ultra High Net Worth clients.
  • Amongst other things, he helps find unique investment opportunities and devises sophisticated asset allocation models for clients.
  • He is one of the world’s leading experts on alternative investments.
  • Mr. Walker has over 25 years finance experience. He holds an MBA degree in finance from Temple University’s Fox School of Business and Management and a BA degree in English from Kenyon College.
  • He completed the Philadelphia Municipal Bond School and a three-year finance course conducted by the Wharton School at the Securities Industry Institute, sponsored by the Securities Industry Association.
  • He was named to The Philadelphia Business Journal’s “Forty under 40,” which honors the top young entrepreneurs in the Philadelphia area.
  • In 2003, RealPhilly wrote an article about Mr. Walker entitled “Managing risk has its reward.”
  • He was also featured in The Philadelphia Business Journal’s (October 3, 2008) issue entitled “Winner’s Circle: Top Wealth Advisors” which presented the top twenty-five wealth managers in the greater Philadelphia area from the 7,000 advisors in Pennsylvania & New Jersey who are employed by national and international securities firms.
  • On February 9, 2009, Mr. Walker was named by Barron’s as one of “The Top 1,000 Advisers” in the United States and one of the top 25 “Wealth Advisers” in The Philadelphia Business Journal Book of Lists.