Walter L. Koon Jr. CFA CFP®

Image of Walter L. Koon Jr. CFA CFP®
  • Over 40 years of financial services experience
  • Financial planning professional and investment management since 2002
  • Senior management responsible for investment management of the Indiana University Foundation Endowment for 10 years - Growing from $330 million to $1billion during those 10 years and ranking in the top 10 Public University Endowments
  • Portfolio manager and financial advisor for an investment management firm in Indianapolis
  • Trust and Commercial lending experience at central Indiana banks
  • Faculty positions as adjunct lecturer for over 20 years at Indiana University Kelley School of Business and University of Indianapolis
Professional Designations
  • CFA, Chartered Financial Analyst®
  • CFP, Certified Financial Planner®
  • RICP, Retirement Income Certified Professional®
  • Indiana University, Kelley School of Business, MBA/Finance
  • University of Indianapolis, B.A./Economics
Volunteer Community Service
  • Over 40 years of volunteer community service in the area
  • United Methodist Church; Otterbein Senior Living; Rotary International; United Way; Local Community Foundations, including Johnson County, Monroe County and Brown County.