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David Walter

President and Chief Investment Officer

Halberstadt Financial Consultants Inc

United States, New Jersey, Princeton

About Me

David Walter is a highly accomplished financial professional with a remarkable background in accounting and finance. Mr. Walter has a proven track record of helping others minimize financial risk while maximizing their financial reward. Dave began his career working in a supervisory role at with Peat, Marwick, Mitchell, and Co., a predecessor to KPMG and then moved into private practice where he served the accounting needs of high net worth individuals, nonprofit organizations and business owners. Dave joined the Carnegie Foundation in 1988 and served in the role of Treasurer and CFO, where he was responsible for oversight of the foundation’s investment portfolio as well as advising

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Profile Information

President and Chief Investment Officer

Halberstadt Financial Consultants Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Princeton

New Jersey

United States

May 23, 2025

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