Greg Walters

Greg Walters, CFA, is a seasoned finance professional with extensive experience in wealth management. Currently serving as a Partner at Corient since April 2022, Greg contributes to one of the largest integrated fee-only Registered Investment Advisors in the United States. Prior to this role, Greg was a Founding Partner at Corient Capital Partners from September 2015 to April 2022, where the focus was on helping ultra-affluent clients create and sustain legacies. Greg's earlier experience includes serving as a Financial Advisor at Merrill Lynch from June 2008 to September 2015 and as a Financial Analyst at Goldman Sachs from 2005 to 2008. Greg holds a Bachelor of Science degree in Accounting from Brigham Young University, earned between 2000 and 2006.