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Kurt Walters

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Kurt Walters

Senior Vice President, Portfolio Manager Director Associate | Morgan Stanley

Town of Carmel, New York, United States

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Kurt Walters

Summary

Kurt Walters is a seasoned financial professional with extensive experience in wealth management and investment strategy. Currently serving as a Senior Vice President at Morgan Stanley Wealth Management, he has a robust history of progressively responsible roles within the financial services sector. With a strong analytical background, Kurt has excelled in portfolio management and investment analysis, contributing to high-net-worth wealth management teams. He holds an MBA in Financial Management from Pace University and a Bachelor's degree in Geology from the University of Iowa, showcasing a diverse educational background. His career spans over three decades, during which he has developed a deep understanding of market dynamics and investment cycles. Kurt is known for his ability to construct optimal asset allocations and provide insightful recommendations to clients. His commitment to excellence in financial advisory is evident in his long tenure at Morgan Stanley and previous firms. Outside of work, Kurt is likely to be engaged in continuous learning and professional development to stay ahead in the evolving financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Kurt Walters

Work Experience

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Senior Vice President, Portfolio Manager Director Associate at

Morgan Stanley

January 2023 - Present

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First Vice President, Portfolio Manager Director Associate at

Morgan Stanley

January 2022 - December 2022

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Vice President, Portfolio Manager Director Associate at

Morgan Stanley

January 2021 - December 2021

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Assistant Vice President at

Morgan Stanley Wealth Management

March 2008 - December 2020

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Managing Director/Portfolio Analyst at

The Savoir Club - Executive Knowledge Sharing

June 2007 - February 2008

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Managing Director, Investment Strategist at

Bear Stearns

September 1998 - June 2007

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Vice President, Investment Research Analyst at

Safian Investment Research

April 1994 - August 1998

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Equity/Investment Analyst at

Commonwealth Associates

August 1992 - April 1994

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Vice President, Equity Analyst/ Assistant Portfolio Manager at

Value Line

April 1991 - August 1992

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Graduate Assistant at

Pace University

January 1990 - December 1990

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Intern/Analyst at

Financial Services

December 1988 - December 1989

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Kurt Walters

Education

Lubin School of Business, Masters Of Business Administration

January 1988 - January 1990

University of Iowa, Bachelor Of Science

January 1984 - January 1988

Frequently Asked Questions about Kurt Walters

What is Kurt Walters email address?

Kurt Walters's primary email address is ************@morganstanley.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kurt Walters work for?

Kurt Walters is a Senior Vice President, Portfolio Manager Director Associate at Morgan Stanley, a company specializing in National commercial banks.

Where Kurt Walters graduated from?

Kurt Walters holds a degree in Financial Management from Lubin School of Business.

How can I directly contact Kurt Walters?

To contact Kurt Walters directly, you can use the email address ************@morganstanley.com. Complete contact information is available upon registration with Muraena.

Who is Kurt Walters?

Kurt Walters is a seasoned financial professional with extensive experience in wealth management and investment strategy. Currently serving as a Senior Vice President at Morgan Stanley Wealth Management, he has a robust history of progressively responsible roles within the financial services sector. With a strong analytical background, Kurt has excelled in portfolio management and investment analysis, contributing to high-net-worth wealth management teams. He holds an MBA in Financial Management from Pace University and a Bachelor's degree in Geology from the University of Iowa, showcasing a diverse educational background. His career spans over three decades, during which he has developed a deep understanding of market dynamics and investment cycles. Kurt is known for his ability to construct optimal asset allocations and provide insightful recommendations to clients. His commitment to excellence in financial advisory is evident in his long tenure at Morgan Stanley and previous firms. Outside of work, Kurt is likely to be engaged in continuous learning and professional development to stay ahead in the evolving financial landscape.

Kurt`s contact details

mail

************@morganstanley.com

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