Mr. Walsh joined Treasury Partners in 2024 as a member of our Wealth Management Group. In that capacity, he is responsible for assisting in the delivery of a broad range of administrative services to our high net worth clients.

In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.

Prior to joining Treasury Partners, Mr. Walsh held a senior client service role with First Republic. He also held positions at Merrill Lynch and Stellar Partners.

Mr. Walsh is a graduate of Radford University where he earned his bachelor’s degree in finance. He graduated with honors while playing on the schools NCAA Division I Men’s Soccer team and served as Team Captain in his senior year.

He holds Series 7 and 66 licenses.

Mr. Walsh enjoys playing golf in his spare time.