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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-22 |
| GA | RA | APPROVED | 2021-10-14 |
Branch Locations
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Atlanta | GA | 08/2014 | 04/2019 |
| Berman Capital Advisors, Llc | Atlanta | GA | 04/2019 | 10/2021 |
| Cresset Asset Management, Llc | Atlanta | GA | 10/2021 | 04/2023 |
| Cresset Asset Management, Llc | Atlanta | GA | 04/2023 | Present |
As of 04/2022, Mr. Walker serves as trustee for certain client accounts, providing general administrative and fiduciary services. This endeavor is not investment related. Mr. Walker devotes 1-5 hours per month in this capacity, some of which may occur during securities trading hours. Columbia Theological Seminary; investment-related; 701 S Columbia Dr. Decatur, GA 30030; Seminary; Investment Committee Member for CTS endowment; start date: 08/2026; 1-5 hours per month, some of which may occur during securities trading hours; provide feedback to endowment on investment recommendations made by third-party institutional consultant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-31 |
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