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Name
Walter Kress
Title
Chief Investment Officer, E&Y
Bio
Walter is the Chief Investment Officer for EY Americas based in Secaucus, New Jersey and has 35 years of investment experience. He and his team are responsible for managing over $21B of ERISA assets in 5 DB and DC Plans for EY’s 80,000+ participants. Walter is a voting member of EY’s Retirement Investment Committee and of Gloucester Insurance Ltd., EY’s captive insurance group.
Prior to joining EY in 2016, Walter spent 10 years as member of the JPMorgan Retirement Plan Investment Group, the investment manager of the JPMorgan Retirement Plan. He was COO responsible for the investment operations of the JPMorgan’s Retirement and 401(k) Savings Plans, Portfolio Manager for private equity, real estate and real assets and a designated advisor to the firm’s largest international retirement plans’ investment committees.
From 1999-2006, Walter worked for Mellon and its Dreyfus subsidiary in roles including National Sales Manager of Retail at Dreyfus, President of Mellon Advisors, and Executive Vice President of Defined Contribution Distribution at Mellon Institutional Asset Management.
Before joining Mellon, he spent 14 years at Prudential Securities in various roles including Branch Manager and Associate Regional Director and began focusing on the qualified retirement plan market in 1990.
Walter is a member of CIEBA’s Executive Committee and Vice Chair of its DC Committee and received his B.S. in Finance from Syracuse University
Prior to joining EY in 2016, Walter spent 10 years as member of the JPMorgan Retirement Plan Investment Group, the investment manager of the JPMorgan Retirement Plan. He was COO responsible for the investment operations of the JPMorgan’s Retirement and 401(k) Savings Plans, Portfolio Manager for private equity, real estate and real assets and a designated advisor to the firm’s largest international retirement plans’ investment committees.
From 1999-2006, Walter worked for Mellon and its Dreyfus subsidiary in roles including National Sales Manager of Retail at Dreyfus, President of Mellon Advisors, and Executive Vice President of Defined Contribution Distribution at Mellon Institutional Asset Management.
Before joining Mellon, he spent 14 years at Prudential Securities in various roles including Branch Manager and Associate Regional Director and began focusing on the qualified retirement plan market in 1990.
Walter is a member of CIEBA’s Executive Committee and Vice Chair of its DC Committee and received his B.S. in Finance from Syracuse University
