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 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, 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 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.

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.

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.

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. 

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.