Walter Morales founded Commonwealth Advisors, Inc. in 1991 and serves as the firm’s President and Chief Investment Officer. He is a Chartered Financial Analyst and oversees the firm’s active management of balanced, fixed income and distressed asset portfolios. His investment experience encompasses the management of portfolios for individuals, pension plans, non-profit groups, and corporations.
Walter has been involved in the restructuring of several companies, including serving as Chairman of the Unsecured Creditor’s Committee in the reorganization of Conseco Finance Corporation. He was lead creditor responsible for recoveries of greater than $1.8 billion of debt of Conseco Finance Corporation and negotiated significantly improved recovery for creditors.
Walter is an instructor of finance at Louisiana State University-Ourso College of Business where he teaches fixed income & investment courses. He received his Masters of Business Administration in 1993 and Bachelor of Science degree in 1984 from Louisiana State University.
Prior to Commonwealth Advisors, he was the Chief Investment Officer (CIO) of Baton Rouge Bank's Trust division. As the CIO, he was responsible for the investment performance and operations of the Trust department.
He is a member of the New York Society of Securities Analysts.
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