Experience

Makes all the difference

Ira Walker

Managing Director

Senior Portfolio Manager

First-class business in a first-class way
Ira Walker is dedicated and passionate about his clients’ success. As a Managing Director and Senior Portfolio Manager within UBS Private Wealth Management, Ira Walker has the knowledge, experience and access to fully capitalize on the extensive resources and global reach of UBS. Ira and his team, Walker Wealth Management, advise ultra-high net worth clients in a boutique multi-family office environment from the group's UBS Headquarters in New York, NY and Red Bank, NJ.

National recognition
With more than 38 years of industry experience, Ira has been a top-ranking Financial Advisor throughout his tenure at UBS Financial Services Inc. and at his prior firm, Morgan Stanley. He is a nationally recognized speaker and has been featured as a market commentator on Fox Business News. Ira has written and lectured extensively with respect to the economy and financial markets, monetary policy and interest rates, equity and fixed income returns. In 2020, the Wall Street community turned to Ira to draw on his decades of expertise on the markets for his view on the COVID-19 pandemic as seen in a Forbes magazine interview, Top Advisor Spotlight, September 2020.

A leader among his peers
Ira was the youngest member inducted into the renowned Research magazine’s Advisor Hall of Fame in 2008. Ira graduated from Brooklyn College and later earned the executive education certification from the Wharton School of the University of Pennsylvania.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • The Wharton School, University of Pennsylvania Private Wealth Executive Education Certification
  • Brooklyn College, B.A.
  • Series 3, 7, 8, 63 and 65 securities licenses

Credentials

  • Senior Portfolio Manager
  • Private Wealth Advisor
140 Broad Street
Suite 100
Red Bank, NJ 07701

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Josette Pelle

Senior Wealth Strategy Associate

Josette Pelle is a member of the Walker Wealth Management institutional markets and ultra high net worth team. She is responsible for business development and premier client servicing for institutional and ultra high net worth clientele. Josette’s expertise is in all platforms of securities trading and portfolio management. She is also a member of the Walker Wealth Management operational committee. Josette has over 25 years of industry experience and joined Walker Wealth Management in 1991 after graduating from Hunter College.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
140 Broad Street
Suite 100
Red Bank, NJ 07701

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Andrea Dagnelli, CRPS

Associate Director

Senior Wealth Strategy Associate

Andrea Dagnelli is a member of the Walker Wealth Management institutional markets and ultra high net worth team. She is responsible for business development and premier client servicing for institutional and ultra high net worth clientele. Andrea leads Walker Wealth Management’s investor solutions group dedicated to the development of concepts promoting Walker Wealth Management’s investment strategies and state-of-the-art 401(k) plans. She is also a member of Walker Wealth Management’s investment management committee. Andrea has over 25 years of industry experience and joined Walker Wealth Management in 1994 after graduating from Manhattan College. Andrea is a Chartered Retirement Plans Specialist™ and has earned the executive education certification from the Wharton School of the University of Pennsylvania.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA

Education

  • The Wharton School , University of Pennsylvania Private Wealth Executive Education Program: 2017 - 2017

Credentials

  • Chartered Retirement Plans Specialist™
  • CA Insurance License #0M32027
140 Broad Street
Suite 100
Red Bank, NJ 07701

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Vincent Campasano

Senior Wealth Strategy Associate

Vincent Campasano is a member of the Walker Wealth Management ultra high net worth client servicing team and is responsible for the portfolio management trading platform. Vincent is also a member of Walker Wealth Management investment management committee responsible for investment research and Bloomberg analysis. Vincent has over 25 years of industry experience and joined Walker Wealth Management in 2006. Vincent has a Bachelor of Science in finance from Rider University.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • MI
  • NC
  • NE
  • NH
  • NJ
  • NY
  • PA
  • SC
  • TX
  • VA
  • VT
  • WA
140 Broad Street
Suite 100
Red Bank, NJ 07701

Email Me

Mary Walker

Client Associate

Mary Walker is a member of the Walker Wealth Management ultra high net worth client servicing team and is responsible for premier client servicing for our ultra high net worth clientele. She is also a member of Walker Wealth Management’s investor solutions group dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mary joined Walker Wealth Management in August 2013 after graduating from Villanova University. Mary has earned the executive education certification from the Wharton School of the University of Pennsylvania. 

Education

  • The Wharton School , University of Pennsylvania Private Wealth Executive Education Program: 2017 - 2017
140 Broad Street
Suite 100
Red Bank, NJ 07701

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Annette Pelo

Client Associate

Annette Pelo is a member of the Walker Wealth Management investor solutions group and is responsible for office administration and reception. Annette supports all members of Walker Wealth Management and participates in all of our marketing efforts. Annette has over 35 years of industry experience and joined Walker Wealth Management in 2003.

140 Broad Street
Suite 100
Red Bank, NJ 07701

Email Me