User:Lina Mosholt/Ira Walker

Ira A Walker

Ira Walker (born April 9, 1956 in Brooklyn, NY) is a Managing Director, Financial Advisor and Senior Portfolio Manager for The Walker Group at UBS Financial Services Inc. He and his seven-member financial team, The Walker Group, manage over one billion dollars in assets from their offices in Red Bank, New Jersey.

Education

• The Wharton School Executive Education Program at the University of Pennsylvania, 1993 - 1995
• Brooklyn College, B.S., 1979

Career

Ira has been in the securities industry for over 25 years and has been the top ranking financial advisor over his tenure at Morgan Stanley and UBS Financial Services Inc. He has become known as a nationally regarded speaker on industry sales practices. Over the years, he has lectured extensively with respect to the economy and financial markets; monetary policy and interest rates; equity and fixed income returns. Ira was inducted as the youngest member of the Research Magazine Advisor Hall of Fame, 2008. He was featured in a chapter on asset allocation strategies using exchange-traded funds in R.J. Shook’s latest book, The Winner’s Circle: Asset Allocation Strategies from America’s Best Financial Advisors, October 2006, and has been featured as one of the thirty most outstanding Financial Advisors in the book, The Winner’s Circle by R.J. Shook (Cahner’s 2002).

Personalized Approach

The Walker Group’s overall strategy is focused on providing customized wealth management solutions and portfolio management to ultra high net worth individuals and institutional investors. The Walker Group views their portfolio management business similar to a boutique asset management firm by developing comprehensive diversification and asset allocation strategies for clients utilizing Exchange-Traded Funds.

Accolades

• Ranked first in New Jersey in Barron's "Top Advisor Rankings" 2011 and 2010
• Featured in Research Magazine "The Making of a Top Advisor", April 2011
• Ranked fourth in the"Top 100" in Barron´s prestigious annual survey of national financial advisors, 2010
• Financial Advisor Publications Interview with Ira Walker "#1 Team on Wall Street", November 2010*Ticker Magazine Interview with Ira Walker "Portfolio of ETF's", October 2009
• Inductee to the Research Magazine Advisor Hall of Fame, 2008
• Featured in The Winner's Circle: Asset Allocation Strategies from America's Best Financial Advisors, by R.J. Shook 2007
• Placed eighth in Registered Rep Magazine´s "America´s Top Fifty Advisors" 2006
• Featured in Research Magazine in an article entitled, "The Top Team", October 2005
• Named the number one "High-Net Worth Wealth Advisor" in New Jersey by New Jersey Monthly – The Money Issue, March 2005

Personal & Community

• Villanova University Finance Symposium Panel, Former Board of Trustees for Montclair State University
• Advisory Board for Brooklyn College and The Ranney School
• Prostate Cancer Foundation, Intrepid Fallen Heroes Fund, St. Jude's Children's Research Hospital, and Count Basie Theatre contributor
• Annual contributor to local private and public schools fostering excellence in education
• Sponsor of local athletic programs and organizations promoting healthy lifestyles

External Links

• Barron's Top Financial Advisors
• The Making of a Top Advisor
• Advisor Hall of Fame
• The Top Team