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

David Walter
President and Chief Investment Officer
Halberstadt Financial Consultants Inc
United States, New Jersey, Princeton
About Me
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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