Perry D. Walter, Cfa, Asa is a Director, ESOP Transactions. He is proficient in Spanish. Colleagues describe him as "I've worked with Perry for quite some time and have gotten to see him perform in a variety of areas. He is knowledgeable, professional, and always keeps a client's best interest in mind. His experience and skill set make him the ideal person to help prepare a client's business for sale, valuation or general financial guidance. He definitely meets the definition of a trusted advisor." and "Perry does a fantastic job of bringing knowledge and experience together from a range of backgrounds, which enables him to deliver a custom approach unique to any situation. Few professionals have such a full perspective on all aspects of wealth generation, preservation, and dynamics which create and grow business value. "