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Eric Walters, Cfa, Cfp® Email & Phone Number
Managing Partner, Founder
at
Summit Hill Wealth Management
1 phone found
area 303
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner, Founder
Location
Denver Metropolitan Area, United States
Company size
Who is Eric Walters, Cfa, Cfp®? Overview
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Quick answer
Eric Walters, Cfa, Cfp® is listed as Managing Partner, Founder at Summit Hill Wealth Management, a with 2 employees, based in Denver Metropolitan Area, United States. AeroLeads shows phone signal with area code 303 and a matched LinkedIn profile for Eric Walters, Cfa, Cfp®.
Eric Walters, Cfa, Cfp® previously worked as Senior Director, Team Leader at Bny Mellon Wealth Management and Senior Portfolio Manager, US Trust at Bank Of America. Eric Walters, Cfa, Cfp® holds B.A., Philosophy from Columbia University.
Company email context
Email format at Summit Hill Wealth Management
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Summit Hill Wealth Management
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Profile bio
About Eric Walters, Cfa, Cfp®
I help business owners and executives protect and grow their assets through financial planning and investment management. I provide comprehensive wealth planning to protect what you've earned, grow your assets, and enjoy your lifestyle. I'm passionate about helping business leaders and owners create a plan to convert their illiquid business and equity interests into a lifestyle they love. For over fourteen years I've worked with business owners and executives to help them reach their goals, reduce their risks, and invest appropriately so they have a clear path towards financial security and retirement.Our comprehensive planning addresses taxes, planning for when you will step away from or sell your business, strategies to deal with concentrated and illiquid equity, investment planning, retirement, insurance needs, and estate planning. We also help parents and grandparents with education planning.
Listed skills include Investments, Portfolio Management, Asset Allocation, Investment Strategies, and 25 others.
Current workplace
Eric Walters, Cfa, Cfp®'s current company
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Summit Hill Wealth Management
5 roles · 23 years
Eric Walters, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Partner, Founder
CurrentWe provide comprehensive, fee-only wealth management to business owners and executives. Our SecureWealth process helps business owners organize their finances, clearly identify their goals, and create a plan to achieve them. Our services include:- Retirement planning- Business interest planning: buy/sell agreements, risk management, and pre-sale preparation- Executive compensation: deferred compensation, restricted stock, and options- Estate planning- Tax planning- College savings- Charitable gifts and philanthropy- Investment management- Preparing children and family members for wealth- Personal financial organization and record-keepingPlease contact us at 720-759-4949 to schedule a time to review your financial needs and concerns.
Mar 2018 - Present
Senior Director, Team Leader
Led Wealth Management Advisory Team for Rocky Mountain RegionServed High-net worth and Ultra-high net worth familiesEmphasis on advanced portfolio strategies, multi-generational planning, complex family planning, and preparing heirs
2010 - 2018
~8 yrs
Senior Portfolio Manager, Us Trust
• Created and managed diversified investment portfolios for high-net worth clients with $275mm of assets under management. Utilize individual stocks, bonds, mutual funds, separately managed accounts, hedge funds and private equity assets. • Primary point of contact for clients with the firm: initiate and lead client meetings; provide financial planning advice around retirement, estate planning, and risk management.• Performed manager due diligence: initiated manager meetings, performance monitoring, analyzed style drift and risk metrics
2006 - 2010
~4 yrs
Management Consultant
Monitor Group
• Examined financial statements and created cash-flow models. Performed cash-flow, expense, industry, and revenue analysis of top firms in industry. Analyzed profitable industry segments and analyzed possible merger or asset sale options.• Member of consulting team to global pharmaceutical company and performed SWOT analysis, in-depth interviews with senior management, and identified relevant growth opportunities within sector.
2004 - 2006
~2 yrs
1 education record
Eric Walters, Cfa, Cfp® education
FAQ
Frequently asked questions about Eric Walters, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Eric Walters, Cfa, Cfp® work for?
Eric Walters, Cfa, Cfp® works for Summit Hill Wealth Management.
What is Eric Walters, Cfa, Cfp®'s role at Summit Hill Wealth Management?
Eric Walters, Cfa, Cfp® is listed as Managing Partner, Founder at Summit Hill Wealth Management.
What is Eric Walters, Cfa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 303 for Eric Walters, Cfa, Cfp® at Summit Hill Wealth Management.
Where is Eric Walters, Cfa, Cfp® based?
Eric Walters, Cfa, Cfp® is based in Denver Metropolitan Area, United States while working with Summit Hill Wealth Management.
What companies has Eric Walters, Cfa, Cfp® worked for?
Eric Walters, Cfa, Cfp® has worked for Summit Hill Wealth Management, Bny Mellon Wealth Management, Bank Of America, and Monitor Group.
Who are Eric Walters, Cfa, Cfp®'s colleagues at Summit Hill Wealth Management?
Eric Walters, Cfa, Cfp®'s colleagues at Summit Hill Wealth Management include Michelle Walters.
How can I contact Eric Walters, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Eric Walters, Cfa, Cfp® at Summit Hill Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Walters, Cfa, Cfp® attend?
Eric Walters, Cfa, Cfp® holds B.A., Philosophy from Columbia University.
What skills is Eric Walters, Cfa, Cfp® known for?
Eric Walters, Cfa, Cfp® is listed with skills including Investments, Portfolio Management, Asset Allocation, Investment Strategies, Investment Management, Equities, Private Equity, and Estate Planning.
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