Trusted advisor helping endowments, foundations, and nonprofits grow through a full-service, value-added approach

Walter specializes in working with endowments, foundations, and nonprofit organizations to help them grow their endowments by taking a holistic approach. He advises clients with both their endowment and philanthropic objectives and provides value-added services that go beyond investing. As director of the Endowments & Foundations Practice for the U.S. markets, Walter is responsible for working with market leaders and wealth advisors in each region to lead the growth of this important business and to create a coordinated and consistent approach to working with our clients.

With more than three decades of experience in the financial services industry, much of which focused on nonprofit and institutional clients, Walter has a unique perspective on the changing needs of the endowment and foundation marketplace. He has authored original research that has been covered by the financial press on a number of nonprofit sectors, including health care organizations, community colleges, public libraries, private schools, and religious organizations. Please visit our Research & Insights library to read Walter’s research papers.

Walter is a recipient of Wilmington Trust’s Chairman’s Club Award, and he launched the firm’s successful Philanthropic Speaker Series in 2011, which showcases strategies for nonprofit organizations. He is also regularly called upon to speak at industry conferences and with key advisors in the philanthropic arena. Walter holds a master’s degree in philanthropy from New York University, an MBA from Babson College, and a bachelor’s degree in economics from Bates College. He is a CFA® charterholder and a member of the CFA Institute. He is also a member of the New York Society of Securities Analysts, the Philanthropic Planning Group of Greater New York, and the Healthcare Finance Management Association.

Passionate about philanthropy and perpetuating the ability of nonprofits to impact their communities, Walter is a trustee and treasurer of Fisher College (Boston), a trustee at The Nancy Woodson Spire Foundation, and served on the Forest Hills Gardens Corp. Finance Committee. He is also an adjunct professor at NYU where he teaches Endowment Concepts and Practices and Philanthropy
and Fiscal Management. Walter and his family enjoy hiking, weight lifting, traveling throughout Maine and internationally, and experiencing music and the arts. An avid runner, Walter has completed three marathons and can be found in his garage restoring furniture in his spare time.