David Walters, CFA

Senior Managing Consultant
PFM Asset Management LLC
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersd@pfm.com
414.847.5581 office

Specialties
Asset Management, Specialized Services

State & Local Governments, K-12 Schools

Education
B.S. in Finance
with Business Law
Pennsylvania State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2007

Started in the Field: 2007

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David Walters joined PFM’s asset management business in 2007 and is a senior managing consultant in the Milwaukee, Wisconsin office. David is a project manager in PFM’s Treasury Consulting practice, working with clients nationwide to review and enhance their cash management program. He provides clients with an independent analysis of their banking relationships, recommendations for process improvements and assistance with the competitive procurement of banking services.

Prior to joining the Treasury Consulting practice, David was a member of PFM’s Arbitrage Rebate practice, specializing in providing post-issuance tax compliance services to issuers of tax-advantaged debt. David worked with issuers to help them understand complex arbitrage requirements and ease the burden of compliance. As part of his efforts to educate issuers, he has spoken on arbitrage rebate and post-issuance compliance topics at industry conferences and educational events across the country.

David graduated magna cum laude with a Bachelor of Science degree in Finance with a minor in Business Law from the Pennsylvania State University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Milwaukee. David is also enrolled in the CFP program.

 
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersd@pfm.com
414.847.5581 office

Specialties
Asset Management, Specialized Services

State & Local Governments, K-12 Schools

Education
B.S. in Finance
with Business Law
Pennsylvania State University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

Started with PFM: 2007

Started in the Field: 2007

Print/Save as PDF

Download Vcard

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