Douglas Walters

Douglas Walters is the Chief Investment Officer at Strategic Financial Services, based in Clinton, NY, where he leads the firm’s investment and financial planning strategies. He directs portfolio management, oversees the planning group, and is responsible for setting the firm's strategic vision and delivering evidence-based, client-focused investment solutions.

Walters specializes in multi-factor and single-factor ETFs with a particular focus on momentum and value strategies, utilizing a disciplined, scientific approach grounded in data rather than speculation. He is responsible for tactical portfolio allocations and opportunistic rebalancing across diversified asset classes, with an emphasis on rigorous research and risk-adjusted returns for clients.

With extensive experience as a Portfolio Manager and Senior Equity Analyst prior to becoming CIO, Walters brings a background in mechanical engineering and finance, holding both a CFA charter and advanced degrees from MIT Sloan School of Management and Clarkson University. He is recognized for combining analytical rigor with practical investment solutions, and has made significant contributions advancing goal-based, evidence-driven asset management in the industry.