Toby Walters

Toby Walters
  • Over 25 years of financial research experience
  • Chartered Financial Analyst CFA charterholder.
  • Background in financial publishing includes such varied topics as private equity, retirement planning, and the economy


Toby has over 25 years of varied financial research experience. He is currently a senior financial analyst helping to provide business valuation, economic damages, and divorce accounting services. Prior to that, he was a financial writer at DST Systems where he wrote and edited syndicated articles targeting customers of financial service providers while also compiling financial and economic data for use by editors.

Toby started his career at Thomson Reuters by providing deal-specific research for the mergers and acquisitions database. Later, with Venture Economics, he prepared and supervised the production of all Thomson Financial private equity annual publications before moving on to SourceMedia, where he helped to create research databases for private placements, pension plan manager hirings, and asset-backed securitizations.

By gaining experience researching and analyzing data in a multitude of financial fields, Toby has developed a unique and experienced viewpoint in money matters.


Toby received his Bachelor of Science in business administration with a focus on financial management from The College at Brockport, State University of New York. He is also a CFA charterholder.

About The Balance and Dotdash

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance will answer your questions with straightforward personal financial advice.

The Balance is part of the Dotdash publishing family. For more than 20 years, Dotdash brands have been helping people find answers, solve problems, and get inspired. We are one of the top-20 largest content publishers on the internet, according to comScore, and reach more than 30% of the U.S. population every month. Most recently, Dotdash was named Publisher of the year by Digiday, a leading industry publication.