Experience

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 39 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, Ira was featured in a Forbes magazine interview, "Top Advisor Highlight".  Drawing on his decades of market experience, he shared his views on the COVID pandemic and its effects on the financial markets.  

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.

Josette Pelle is a member of the Walker Wealth Management team and is responsible for client development and servicing and administration for institutional and ultra-high net worth clientele. Josette has an expertise in securities trading and portfolio management. Josette has over 30 years of industry experience and holds her Series 7, 63, and SIE FINRA securities licenses. Josette joined Walker Wealth Management in 1991 after graduating from Hunter College.

Andrea Dagnelli is a Financial Advisor with the Walker Wealth Management team and is responsible for client development and implementation of investment solutions for institutional and ultra-high net worth clientele. Andrea is dedicated to the development of concepts promoting Walker Wealth Management’s investment and asset allocation strategies and in advising companies on their 401(k) plans. Andrea has over 30 years of industry experience and holds her Series 7, 63, 66 and SIE FINRA securities licenses as well as NY, NJ and CA insurance licenses #0M32027. Andrea 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.

Vincent Campasano is a Financial Advisor with the Walker Wealth Management team and is responsible for portfolio management trading and asset allocation of our client’s portfolios. Vincent leads the team’s efforts relating to investment management and analysis of client portfolios utilizing Bloomberg analysis. Vincent earned a Bachelor of Science in Finance from Rider University and has over 25 years of industry experience. Vincent holds his Series 7, 66 and SIE FINRA securities licenses and joined the Walker Wealth Management team in 2006.

Mary Walker is a member of the Walker Wealth Management team and is responsible for client servicing for our ultra-high net worth clientele. She is dedicated to the development of marketing concepts promoting Walker Wealth Management’s client communications and special events. Mary joined UBS as a part of the 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. 

Annette Pelo is a member of the Walker Wealth Management team 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.