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Toby Walters

Portfolio Analyst,

As a graduate from State University of New York College at Brockport with a degree in Financial Management, Toby has over 25 years of wide-ranging financial research experience including analysis, writing, and data compilation. His background includes writing and researching such varied topics as retirement planning, private equity, and general economic trends. In addition, he is a CFA® charter holder, a member of the CFA Institute, and has served on the financial review board of several websites.

Outside of the office, he enjoys running, touring wineries, hiking, and reading about history.

Posts by Toby Walters

Charting 2020: The Top 10 Storylines of the Year

Jan 6th 2021
By Melissa Buffalohead - Portfolio Analyst

Next Round of Stimulus Passed

Jan 6th 2021
By Melissa Buffalohead - Portfolio Analyst

CARES Act: Provisions for Business Owners and Self-Employed

Apr 7th 2020
By Melissa Buffalohead - Portfolio Analyst

CARES Act: Provisions for Individuals

Apr 6th 2020
By Melissa Buffalohead - Portfolio Analyst
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