Toby Walters
Highlights
- More than 25 years of financial research experience
- Chartered financial analyst (CFA) charterholder
- Senior financial analyst at Equitable Value, LLC
Experience
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.
Education
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.
Latest From Toby Walters
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IRA CD
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4 Social Security Strategies for Smart Retirees
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How to calculate "the gap" to determine how much you will need to retire.
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Financial Advisor Credentials That Matter and What They Mean
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Gold Standard
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Busting 5 Myths About Government Discretionary Spending
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The Prime Interest Rate and How It Affects You
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What Real GDP per Capita Reveals About Your Lifestyle
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7 Ways to Achieve Financial Success in 2022
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Save Money with Bank of America's "Keep the Change" Program
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2 Foolproof Ways To Increase Profit
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Here Are 10 Ways You Can Learn How to Become a Better Investor
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Breaking Up With Your Bank: Three Reasons to Close Your Account
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How To Choose the Right Long-Term Savings Account
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Required Minimum Distributions
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What Are the Different Types of Checking Accounts?