Profiel
Mr. Christopher B.
Walling is Founding & Managing Partner at Stratos Wealth Partners Ltd.
Mr. Walling previously worked as a Branch Manager and Wealth Advisor with Smith Barney Inc. for 15 years in Columbus, Cincinnati, and Seattle, Washington.
He has advised many corporate executives from Fortune 500 companies as well as a number of technology executives and health care ventures.
For 25years, he has been advising corporate executives and financial advisors about the aspects of investments and planning for corporate executives.
He has been featured in Registered Representative Magazine for his focus on helping executives in the technology sector with regarding hedging and monetization of company stock and options; as well as training financial advisors on the basics of managing concentrated stock positions.
He graduated from Denison University in 1992 with degrees in Economics and Communications.
Actieve functies van Chris Walling
| Bedrijven | Functie | Begin |
|---|---|---|
Stratos Wealth Partners Ltd.
 Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Oprichter | 01-10-2008 |
Eerdere bekende functies van Chris Walling
| Bedrijven | Functie | Einde |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Chris Walling
| Denison University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Smith Barney & Co., Inc. | Finance |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
