Operations

Joseph A. Walker

Joseph A. Walker

Chief Operations Officer

Education:

University of Puget Sound
BA, Finance
BA, Comparative Sociology

Mr. Walker joined Bradley, Foster & Sargent in April, 2021 as Chief Operations Officer. His responsibilities include managing the daily activities of our client service, technology, and operations teams. In addition, Mr. Walker supports our leadership team and their related compliance, finance, and strategic initiatives. He brings over 30 years of management experience to the firm. Mr. Walker started his career in 1984 with the Franklin Companies in Boston. In 1988, he ventured into the financial technology field and co-founded two 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. Most recently, he was First Vice President of Wealth Technology & Operations at People’s United Bank and Head of Wealth Technology & Strategy at People’s United Advisors, Inc.

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