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Joe Walker is listed as Chief Operations Officer at Bradley, Foster & Sargent, Inc. at Bradley, Foster & Sargent, Inc., based in Wallingford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Joe Walker.
Joe Walker previously worked as Chief Operations Officer at Bradley, Foster & Sargent, Inc. and Head of Wealth Technology & Strategy at People'S United Bank, N.A.. Joe Walker studied at University Of Puget Sound.
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Senior executive in Financial Services Technology for the past 23 years. Active speaker at Separately Managed Accounts and Wealth Management conferences.Specialties: Managment Consulting, Strategy Development and Operational Due Diligence for Asset Management firms
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Hartford, Connecticut, United States
I lead a great team of people that care for clients with singular focus in an independent RIA setting that's thrived since 1994. As Chief Operations Officer, my responsibilities include managing the daily activities of our client service, technology, and operations teams. In addition, I work with our leadership team on a variety of related business.
Bridgeport, Connecticut, United States
I joined People's United Bank in the Wealth Management Division with a mandate to modernize the architecture, operations and technology of one of New England's premier banking institutions. Over a three year period, our team built out a unified platform, forged partnerships and laid the groundwork for a contemporary, planning-led approach to client.
Leading provider of packaged software and services to Financial Services firms in volved in all aspects of Wealth and Asset Management. Cofounder and CEO since inception. Currently lead Professional Practice Group that serves Wealth Managers, Family offices and asset managers in Equity, Fixed Income and Alternative Investment asset classes
Founded IT/Operations consulting spinoff of The Professional Development Group - Leading IT traning company located in greater Boston Area. Built professional practice primarily targeted at Financial Services firms. Directed key engagements in US and abroad.
Boston based wealth management management firm with traditional and early Socially Responsible Investing teams. Responsible for operations and information technology teams. SRI team later spun off to become Trillium Asset Management
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Joe Walker works for Bradley, Foster & Sargent, Inc..
Joe Walker is listed as Chief Operations Officer at Bradley, Foster & Sargent, Inc. at Bradley, Foster & Sargent, Inc..
Joe Walker is based in Wallingford, Connecticut, United States while working with Bradley, Foster & Sargent, Inc..
Joe Walker has worked for Bradley, Foster & Sargent, Inc., People'S United Bank, N.A., Unapen, Inc, Oppenheimer Capital, and Pdg Information Systems.
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Joe Walker studied at University Of Puget Sound.
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