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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Joseph Walker
COO at Bradley Foster & Sargent


As chief operations officer, Joe manages the daily activities of our client service, technology, and operations teams. In addition, he supports our leadership team and their related compliance, finance, and strategic initiatives.

Joe brings over 30 years of management experience to the firm, including most recently as first vice president of wealth technology & operations at People’s United Bank and head of wealth technology & strategy at People’s United Advisors. Earlier, he co-founded two financial technology start-ups, including UNAPEN Inc., for which he was CEO and head of strategic consulting. UNAPEN’s clients include leading domestic and international investment and wealth managers. He started his career in 1984 with the Franklin Companies in Boston.

Agenda Sessions

  • The CTO Conundrum: When to hire or outsource