Bradley, Foster & Sargent, Inc.
Joe Walker is an experienced executive in the financial services sector, currently serving as Chief Operations Officer at Bradley, Foster & Sargent, Inc. since April 2021, where the focus is on client care and operational management in an independent RIA setting. Previously, at People's United Bank from March 2018 to April 2021, Joe led efforts to modernize wealth management technology and operations. As co-founder and CEO of UNAPEN, Inc. from November 1991 to March 2018, Joe established the firm as a leading provider of software and services for Wealth and Asset Management. Additional prior roles include President of PDG Information Systems and Senior Vice President at The Franklin Companies. Educational background includes studies at the University of Puget Sound and Choate Rosemary Hall.
Bradley, Foster & Sargent, Inc.
Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.