Stephen Todd Walker
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Stephen Todd Walker (born May 10, 1966) is an American finance expert and author. He has an extensive background in
alternative investments An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any asset class excluding capital stocks, bonds, and cash. The term is a relatively loose one and includes tangible a ...
. He has written two books on the subject, ''Wave Theory For Alternative Investments: Riding The Wave with Hedge Funds, Commodities, and Venture Capital by McGraw-Hill'' in December 2010 and ''Understanding Alternative Investments: Creating Diversified Portfolios that Ride the Wave of Investment Success by Palgrave MacMillan'' in July 2014. Presently, he is a senior vice president at Royal Bank of Canada.


Early life and career

Walker was born in
Philadelphia Philadelphia ( ), colloquially referred to as Philly, is the List of municipalities in Pennsylvania, most populous city in the U.S. state of Pennsylvania and the List of United States cities by population, sixth-most populous city in the Unit ...
, Pennsylvania, to Dr. and Mrs. Barry R. Walker. In 1988, Walker received his BA in English from
Kenyon College Kenyon College ( ) is a Private university, private Liberal arts colleges in the United States, liberal arts college in Gambier, Ohio, United States. It was founded in 1824 by Episcopal Bishop Philander Chase. It is the oldest private instituti ...
. After getting his BA, Walker pursued and received an MBA in Finance in 1993 from
Temple University Temple University (Temple or TU) is a public university, public Commonwealth System of Higher Education, state-related research university in Philadelphia, Philadelphia, Pennsylvania, United States. It was founded in 1884 by the Baptist ministe ...
in Philadelphia. Additionally, he attended Philadelphia Municipal Bond School and a three-year
University of Pennsylvania The University of Pennsylvania (Penn or UPenn) is a Private university, private Ivy League research university in Philadelphia, Pennsylvania, United States. One of nine colonial colleges, it was chartered in 1755 through the efforts of f ...
course at the Securities Industry Institute, sponsored by the Securities Industry Association. Walker has worked in the finance sector for over 25 years. He started off his financial career at Alex. Brown & Sons in July 1993 after receiving an MBA from Temple University. Between the years of 1993 and 2001, Alex. Brown & Sons transitioned into BT Alex. Brown and then became part of
Deutsche Bank Deutsche Bank AG (, ) is a Germany, German multinational Investment banking, investment bank and financial services company headquartered in Frankfurt, Germany, and dual-listed on the Frankfurt Stock Exchange and the New York Stock Exchange. ...
. Walker was formally known to be a part of the North American Investment banking and brokerage business called Deutsche Banc Alex Brown. In March 2001, Walker left Deutsche Bank to join
Morgan Stanley Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more than 80,000 employees, the firm's clients in ...
where he became the Senior Vice President, Corporate Group Client Director for Global Wealth Management. In May 2010, Walker left his position at Morgan Stanley to pursue a position where he currently resides, at Oppenheimer & Co. as a managing director.


Publications

* ''Understanding Alternative Investments Creating Diversified Portfolios that Ride the Wave of Investment Success by Palgrave MacMillan'' * ''Wave Theory for Alternative Investments: Riding the Wave with Hedge Funds, Commodities, and Venture Capital by McGraw-Hill'' * ''Journal of Financial Planning, Riding the Right Wave with Managed Futures'' * ''Real Estate: A Time to Buy''


Media appearances and conferences

Walker released his book entitled ''Wave Theory for Alternative Investments: Riding the Wave with Hedge Funds, Commodities, and Venture Capital'' in December 2010. The book was published by
McGraw-Hill McGraw Hill is an American education science company that provides educational content, software, and services for students and educators across various levels—from K-12 to higher education and professional settings. They produce textbooks, ...
. This book is currently present in over 170 college and university libraries around the world including Wharton and
MIT The Massachusetts Institute of Technology (MIT) is a private research university in Cambridge, Massachusetts, United States. Established in 1861, MIT has played a significant role in the development of many areas of modern technology and sc ...
. Walker has appeared on: * The Wealth Channel (April 5, 2012) *
KVTA KVTA (1590 AM) is a commercial radio station licensed to Ventura, California, and serves Ventura County and southern Santa Barbara County. The station is owned by Gold Coast Broadcasting and airs a sports radio format. KVTA broadcasts with 5 ...
Santa Barbara Radio Show (September 9, 2011) * Fundweb.co (May 30, 2011) * Canada's Venture Capital and Private Equity Association Keynote Speaker * iGlobal Alternative Investment Conference (May 4, 2011) * Pensions and Investments Annual East Coast Defined Contribution Conference (March 13, 2011) *
CNBC CNBC is an American List of business news channels, business news channel owned by the NBCUniversal News Group, a unit of Comcast's NBCUniversal. The network broadcasts live business news and analysis programming during the morning, Day ...
Closing bell (December 27, 2010) *
Fox Business Fox Business (officially known as Fox Business Network, or FBN) is an American conservative business news channel and website publication owned by the Fox News Media division of Fox Corporation. The channel broadcasts primarily from studios ...
(December 17, 2010) He has also been featured in numerous publications including ''
The Philadelphia Inquirer ''The Philadelphia Inquirer'', often referred to simply as ''The Inquirer'', is a daily newspaper headquartered in Philadelphia, Pennsylvania. Founded on June 1, 1829, ''The Philadelphia Inquirer'' is the third-longest continuously operating da ...
'', ''
The Wall Street Journal ''The Wall Street Journal'' (''WSJ''), also referred to simply as the ''Journal,'' is an American newspaper based in New York City. The newspaper provides extensive coverage of news, especially business and finance. It operates on a subscriptio ...
'', Registered Rep,
Reuters Reuters ( ) is a news agency owned by Thomson Reuters. It employs around 2,500 journalists and 600 photojournalists in about 200 locations worldwide writing in 16 languages. Reuters is one of the largest news agencies in the world. The agency ...
, Pageperry, and Investment Advisor.


Awards and achievements

In his financial career Walker received numerous awards and recognitions. While at Alex. Brown, he was a member of Alex. Brown's "elite Flagship group". When Walker transitioned to Morgan Stanley, he rose through the ranks and became a member of the "prestigious chairman’s group" for outstanding achievement. Aside from his work related achievements, Walker was frequently featured in publications that honored him for outstanding achievement. He was listed as one of the "Forty Under 40" according to the Philadelphia Business Journal in a publication honoring the "top young entrepreneurs in the Philadelphia area". He was also listed in the Philadelphia Business Journal as one of the "Winner’s Circle: The Top Wealth Advisors”. On February 9, 2009, he was listed by Barron's as “one of the Top 1000 Advisors”. Additionally, he was named “one of the Top 25 Wealth Advisers" by the Philadelphia Business Journal 2009 Book of lists.


Philanthropy

Walker is an active philanthropist. He served 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, American Heart Association, Philadelphia Art Museum, Please Touch Museum for Children, Philadelphia Zoo, Philadelphia Orchestra, and the Franklin Institute. He serves on the board of directors for The Space Shuttle Children's Fund.


References

{{DEFAULTSORT:Walker, Stephen Todd American male writers Living people 1966 births Writers from Philadelphia Kenyon College alumni Temple University alumni University of Pennsylvania alumni