David Patrick Walters

David Patrick Walters

Membro del Comitato di Investimento presso Palisades Hudson Asset Management LP

Finance
Consumer Services

Profilo

Mr. David P.
Walters, CPA, is a Vice President at Palisades Hudson Asset Management LP.
He has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices.
He also serves as a member of the firm’s investment committee and, as part of its Entertainment and Sports Team, provides business management to singer-songwriter Maddie Wilson.
He joined the firm as an associate in the Scarsdale office in 2002 and became a client service manager in 2006 and joined the executive team as a Vice President in 2021.
He received his Bachelor of Science in finance and accounting from New York University’s Stern School of Business and also holds the Certified Public Accountant and Certified Financial Planner.

Posizioni attive di David Patrick Walters

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/01/2006
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Formazione di David Patrick Walters

New York University Undergraduate Degree

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