1998

Most recently he served as a Senior Vice President, Corporate Client Group Director for Global Wealth Management at Morgan Stanley. While at Morgan Stanley, he was named a member of the prestigious Chairman’s Group in recognition of his outstanding achievement. He was the Principle Partner of The Walker Group where he managed large pools of assets for clientsPrior to joining Morgan Stanley, he served as a Director of Deutsche Banc Alex Brown, Deutsche Bank’s North American investment banking and brokerage business.

2009

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.”On February 9, 2009, Mr. Walker was named by Barron’s as one of “The Top 1,000 Advisers” in the United States and was also named as one of the top 25 “Wealth Advisers” in The Philadelphia Business Journal 2009 Book of Lists. 

2001

He was one of the youngest Directors in Alex Brown history and one of the top wealth managers in the country. Mr. Walker helped grow Alex Brown’s Corporate & Executive Services Group from its infancy into one of the most successful operations of the firm. He was also part of Alex Brown’s elite Flagship group and helped clients select alternative investments. While at Deutsche Bank, he managed large corporate cash accounts, retirement plans, and helped identify opportunities with alternative investments for the bank’s Global Investment Banking division. 

2011

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 culled from the 7,000 advisors in Pennsylvania & New Jersey who are employed by national and international securities firms. 

2006

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. 

2012

Mr. Walker served as a Director of the Board of Big Brothers/Big Sisters of Montgomery County and is involved with many other charitable organizations including the Boy Scouts of America, Red Cross, American Heart Association, Philadelphia Art Museum, Please Touch Museum for Children, Philadelphia Zoo, Philadelphia Orchestra, and the Franklin Institute. He serves on the Board of Directors for The Space Shuttle Children’s Fund. He is also a member of The Merion Cricket Club, Pyramid Club, Union League of Philadelphia, Ocean Reef Club, and the Yale Club.