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About Stephen Todd Walker

Stephen Todd Walker has over 20 years finance experience. He is a source on a variety of investment issues, appearing on CNBC, Fox Business, Business News Network, MarketWatch, The Wealth Channel, and others.  He has been in Barron’s, The Wall Street Journal, Philadelphia Inquirer, Reuters, Investment Advisor, Registered Rep, and others.  He is frequently on radio shows, lectures at Universities, writes articles for a host of periodicals, and appears as the Keynote Speaker for large finance conferences such as CVCA.

Work Experience

Oppenheimer & Co.In October 2010, Oppenheimer & Co. announced that Stephen Todd Walker joined its Philadelphia Branch as Managing Director - Investments. In this position, Mr. Walker will bring his 20 years of industry experience working with CEOs of Fortune 400 companies, entrepreneurs and family offices to Oppenheimer's wealth management business.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.

Morgan StanleyMr. Walker was previously Senior Vice President, Corporate Client Group Director for Global Wealth Management at Morgan Stanley.  While at Morgan Stanley, he was named a member of the prestigious Chairman’s Group in recognition of outstanding achievement.  Mr. Walker works with many CEO’s of large publicly traded companies as well as entrepreneurs from privately held growth companies and also advises family offices.  His clients include Forbes 400 members as well as some of the most affluent families around the world.  He assists clients in the identification and assessment of relevant investment opportunities, both internal and external to Morgan Stanley.

Alex BrownPrior to joining Morgan Stanley, Mr. Walker served as a Director of Deutsche Banc Alex. Brown, Deutsche Bank’s North American investment banking and brokerage business.  He was one of the youngest Directors in Alex. Brown history and one of the top wealth managers in the country.  While at Deutsche Bank, he managed large corporate cash accounts and retirement plans of both private and publicly traded companies for the bank’s Global Investment Banking division.  In addition, he handled large restricted stock transactions for global corporations and ultra high net worth clients

Education:

Mr. Walker holds an MBA degree in finance from Temple University’s Fox School of Business and Management and a BA degree in English from Kenyon College.  He completed the Philadelphia Municipal Bond School and a three-year finance course conducted by the Wharton School at the Securities Industry Institute, sponsored by the Securities Industry Association.  

Awards and Recognition:

Philadelphia Business Journal- He was named to The Philadelphia Business Journal’s “Forty Under 40,” which honors the top young entrepreneurs in the Philadelphia area.  

Real Philly- RealPhilly wrote an article about Mr. Walker entitled “Managing risk has its reward.”

Philadelphia Business Journal- He was also featured in The Philadelphia Business Journal’s (October 3, 2008) issue entitled “Winner’s Circle: Top Wealth Advisors” which presented the top twenty-five wealth managers in the greater Philadelphia area culled from the 7,000 advisors in Pennsylvania & New Jersey who are employed by national and international securities firms.  He was also named as one of the top 25 “Wealth Advisers” in The Philadelphia Business Journal 2009 Book of Lists.

Barrons- On February 9, 2009, Mr. Walker was named byBarron’s as one of “The Top 1,000 Advisers” in the United States.

Charities:

Mr. Walker serves as a Director of the Board of Big Brothers/Big Sisters of Montgomery County and is involved with many other charitable organizations including the Boy Scouts of America, Red Cross, Philadelphia Art Museum, Philadelphia Zoo, Philadelphia Orchestra, Franklin Institute, and United Way.  He serves on the Board of Directors for The Space Shuttle Children’s Fund, a non-profit organization and the Please Touch Museum for Children.  He is also a member of various clubs including The Merion Cricket Club, Pyramid Club, Union League of Philadelphia, Ocean Reef Club, and Yale Club.

Understanding Alternative Investments is a prerequisite for anyone examining the asset class. Private equity returns are highly correlated to both, economic conditions and public equity markets.
-Dr. Rüdiger Stucke, Research Fellow in Finance and Economics, Said Business School, University of Oxford