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 advise ultra-high net worth clients as 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 35 years of industry experience, Ira has been a top ranking Financial Advisor over his tenure at UBS Financial Services Inc. and at his prior firm, Morgan Stanley. He is a nationally recognized speaker and is frequently 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.

A leader among his peers
Ira is a longtime member of UBS’s Pinnacle Council, an honor awarded to the firm’s most distinguished Financial Advisors. He was the youngest member inducted into the renowned Research magazine’s Advisor Hall of Fame in 2008. Ira has been rated Top Advisor by Forbes, (2019, 2020), Financial Times (2013 – 2017, 2019), was ranked #1 in New Jersey on the Barron’s Top 1,000 financial advisors list (2010 and 2011), and has been recognized and featured in numerous industry publications. Ira graduated from Brooklyn College and later earned the executive education certification from the Wharton School of the University of Pennsylvania.

Credentials that build confidence

• Forbes Best-In-State Wealth Advisors,2021, 2020 (ranked #1 in New Jersey)
• Forbes Americas Top Wealth Advisors, 2020, 2019
• Financial Times 400 Top Financial Advisers, 2019, 2013 – 2017
• Featured in Research magazine's, "How to Build a Family Office Environment", February 2016
• Keynote Speaker for the Financial Times Magazine at the NYSE Investment Management Summit, October 2012
• Ranked #1 in New Jersey by Barron’s in the Top 1,000 Advisor Rankings by State, 2011, 2010
• Featured in Research magazine, The Making of a Top Advisor, April 2011
• Ranked fourth by Barron’s in the Top 100 Financial Advisors in the U.S., 2010
• Financial Advisor Publications Interview with Ira Walker: #1 Team on Wall Street, November 2010
• Ticker magazine interview with Ira Walker, Portfolio of ETFs, October 2009
• Inductee to Research magazine’s Advisor Hall of Fame, 2008
• Featured in The Winner’s Circle: Asset Allocation Strategies from America’s Best Financial Advisors by R.J. Shook, 2006
• Ranked eighth in Registered Rep.’s America’s Top Fifty Advisors, 2006
• Featured in Research magazine, The Top Team, October 2005

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

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

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.

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

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 22 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

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.

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.