F Carl Walter

F Carl Walter Email and Phone Number

Trusted Advisor @
F Carl Walter's Location
Daufuskie Island, South Carolina, United States, United States
F Carl Walter's Contact Details

F Carl Walter personal email

n/a

F Carl Walter phone numbers

About F Carl Walter

For over forty years, my career focused on investment, tax and financial planning for high net worth families and business owners. In building Chess Financial, I found that my analytical abilities combined with my creative side enabled me to view things in an unconventional way. I am now giving back and utilizing my experience and skills to assist selected nonprofits where I can.

F Carl Walter's Current Company Details
Plymouth Holdings, Inc.

Plymouth Holdings, Inc.

Trusted Advisor
F Carl Walter Work Experience Details
  • Plymouth Holdings, Inc.
    President
    Plymouth Holdings, Inc. Oct 1990 - Present
    Charleston, South Carolina Area
    I oversee the various business interests and real estate investments held by this diversified holding company.
  • Sei Private Wealth
    Advisory Board Member
    Sei Private Wealth Oct 2015 - Dec 2022
    Greater Philadelphia Area
    I worked with management on strategic level issues and provide consulting services on selected projects.
  • Chess Financial Corporation
    Chairman And Founder
    Chess Financial Corporation Jun 1986 - Oct 2011
    Pepper Pike, Oh
    I founded Chess based on two core principles - putting the client first in everything we do, and fully integrating all aspects of each client's financial and life goals. We provided comprehensive wealth management. Our services included: Investment, Tax, Financial Planning and Family Office Administration. We were acquired on October 1, 2011. The acquiring company ceased doing business as Chess Financial Corporation and integrated our people and processes into their business.
  • Sterling Ltd.
    Vice President
    Sterling Ltd. Nov 1981 - Jun 1986
    Pepper Pike, Oh
    I joined a fellow Price Waterhouse tax professional in this venture shortly after it was founded. We provided tax and financial counseling to high net worth families. I left to start Chess when Sterling expanded its activities into propriety investment products.
  • Price Waterhouse
    Tax Specialist
    Price Waterhouse Jul 1973 - Nov 1981
    I focused on individual taxation including income, estate and gift taxes. I also spent time designing and implementing expatriate taxation / equalization programs; including assignments in Singapore and Venezuela.

F Carl Walter Skills

Strategy Investments Due Diligence Venture Capital Private Equity Financial Planning Management Asset Management Leadership Strategic Planning Strategic Financial Planning Business Strategy Finance Asset Allocation Financial Analysis Wealth Management Portfolio Management Financial Modeling Public Speaking Investment Management Corporate Governance Mergers

F Carl Walter Education Details

Frequently Asked Questions about F Carl Walter

What company does F Carl Walter work for?

F Carl Walter works for Plymouth Holdings, Inc.

What is F Carl Walter's role at the current company?

F Carl Walter's current role is Trusted Advisor.

What is F Carl Walter's email address?

F Carl Walter's email address is ca****@****pwc.com

What is F Carl Walter's direct phone number?

F Carl Walter's direct phone number is +121683*****

What schools did F Carl Walter attend?

F Carl Walter attended Kent State University, Bowling Green State University.

What are some of F Carl Walter's interests?

F Carl Walter has interest in Economic Empowerment, Spending Time With My Family, Helping Others, Education, Enjoying Life's Journey, Golfing, Being Engaged In Meaningful Endeavors.

What skills is F Carl Walter known for?

F Carl Walter has skills like Strategy, Investments, Due Diligence, Venture Capital, Private Equity, Financial Planning, Management, Asset Management, Leadership, Strategic Planning, Strategic Financial Planning, Business Strategy.

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