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Walt Nockett CFA, CFP, AIR
Director, Portfolio Advisor at Sullivan Bruyette Speros & Blayney (SBSB)

Profile

Walt Nockett is a Portfolio Advisor at Sullivan Bruyette Speros & Blayney (SBSB).

Walt is responsible for investment strategy and policy for client portfolios and is a member of the firm’s Investment Policy Committee. Prior to joining SBSB in 2016, he worked at Cambridge Associates, a global institutional investment advisor, where he worked as part of a dedicated investment team that provided discretionary, Outsourced Chief Investment Officer (OCIO), and advisory services to foundations, endowments, pensions, and ultra-high net worth families.

Walt is a Chartered Financial Analyst (CFA®) and member of the CFA Society of Washington, DC. He is also a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Investment Fiduciary® (AIF®). Walt earned a BS degree in Finance and Marketing from the Robert H. Smith School of Business at the University of Maryland, College Park.

Walt lives in Alexandria, VA with his wife and energetic pet Vizsla. He is an avid sports fan, especially of the Redskins and Terps.

Agenda Sessions

  • Own your alpha: Advisor perspectives on how to become indispensable to clients

    2:45pm