Walter Rizo

Director of Investments en

Mission Wealth Management LP

Consumer Services

Finance

Perfil

Mr. Walter A. Rizo, CFA, is a Partner & Director of Investments at Mission Wealth Management LP.
His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data.
He has been in the financial services industry since 2015.
Prior to Mission Wealth, he spent a combined 7 years at Charles Schwab and Merrill Lynch where he gained extensive wealth management experience including portfolio management, trading, and wealth planning.
He has a BBA in Finance and Economics from Loyola University, New Orleans.
He also earned his CFA (Chartered Financial Analyst) designation.

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Mission Wealth Management LP Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources.	Director of Investments	01/01/2025

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Loyola University New Orleans Loyola University New Orleans Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mission Wealth Management LP Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources.	Finance

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