Walker succeeds James J. Tracy, who was named in July as Chief Operating Officer of Distribution and Development for Wealth Management in the U.S., the company said. Walker will continue to report to Paul Hatch, Head of the Investment Strategy and Solutions Group.
Walker most recently served at Morgan Stanley Smith Barney as Chief Operating Officer of Investment Strategy and Solutions, with responsibility for strategy, coordination and overall business leadership. Prior to that, he was Director of Finance, Risk and Strategy for Citi Global Wealth Management Investments, having joined Citi in 2006 as COO of Investment Advisory Services.
He began his career in 1985 as a Financial Adviser in Washington, D.C. and Northern Virginia.
He received his B.A. in economics from Catholic University of America, and attended the Massachusetts Institute of Technology as a Sloan Fellow, where he received an S.M. in management science.
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