Gary Walker serves as Founding Partner and Wealth Manager for Steward Partners and Seacoast Wealth Management, located in Portsmouth, New Hampshire. Gary brings 20 years of experience in creating financial planning strategies, asset allocation models as well as support with corporate retirement plans.
Gary’s practice focuses primarily on high-net-worth individuals and families as well as business owners. Gary works with clients by first listening to clients’ financial situation, goals and aspirations. He then assists clients in designing a long-term investment plan based on the fundamentals of asset allocation and provides guidance in choosing investments best suited for a client’s needs.
Gary earned his BS in Accounting and Finance from Worcester State College. He also earned the designation of Chartered Retirement Plans Specialist (CRPS) from the College of Financial Planning.
Gary, his wife Kim and two children, Grayson and Kolby, reside in Kensington, New Hampshire. In his free time, he enjoys golfing, fishing and volunteer coaching for youth sports.
Chris Nee joins Steward Partners Global Advisory, LLC as Founding Partner, Managing Director and Wealth Manager in the Portsmouth, New Hampshire office. Prior to joining Steward Partners, he worked as Director-Investments at Oppenheimer & Co for eight years. Chris has over 25 years of financial services industry experience with a focus on fixed-income securities.
Chris’ practice focuses primarily on creating laddered bond strategies to help create an income stream for his clients as well as provide comprehensive portfolio reviews so he can assist clients with their financial goals. His practice is varied so Chris prides himself on maintaining regular communications with clients in the manner which is most convenient such as e-mails, phone calls or face-to-face meetings if they are preferred. Chris attended Temple University.
A bond ladder is a portfolio of fixed-income securities in which each security has a significantly different maturity date. The purpose of purchasing several smaller bonds with varying dates of maturity rather than one large bond with a single maturity date is to potentially minimize interest-rate risk, increase liquidity, and diversify credit risk.
Will Puduski is a Financial Advisor and Partner for Seacoast Wealth Management of Steward Partners located in Portsmouth, New Hampshire. Will has spent the last four years working alongside his team after spending two years with Northwestern Mutual. His role is centered around the development and implementation of financial planning strategies for high-net-worth individuals, families, and business owners, as well as managing their corporate retirement plans.
Will and his team work with clients first by understanding their financial situation, goals and aspirations, then develop a plan centered around the fundamentals of asset allocation and risk management. Through an ongoing relationship, they monitor their clients’ investments and goals, helping them pursue their financial future.
Will graduated magna cum laude from The University of Massachusetts, Lowell, with a Bachelor of Science degree in business administration and finance while serving as a three-year captain on the Universities’ Division 1 Men’s Lacrosse team. Most recently, Will earned the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
Outside of work, Will values spending time with his family and friends; he values their relationships and enjoys the activities that bring them together. Some of those activities include fishing, boating, cheering on the Patriots, and volunteer coaching for the Portsmouth High school Boy’s Lacrosse team.
Matthew joins Steward Partners as Vice President and Client Administrative Manager. Matthew has 25 years of industry experience in operations and sales support. Prior to joining Steward Partners, Matthew worked as a Sales Associate for eight years for a team of advisors at Oppenheimer in Portsmouth, New Hampshire. Matthew lives with his wife and three children in Dover, New Hampshire.
Derrick joins Seacoast Wealth Management of Steward Partners as a Wealth Management Associate. Prior to joining, Derrick served two years with the asset management firm, Eaton Vance, as a Mutual Funds Representative, assisting financial advisors with their clients’ accounts, placing trades, and trouble-shooting client inquiries. He spent the following two years with the investment management firm Columbia Threadneedle, as an internal wholesaler providing financial advisors with investment and business growth strategies.
As a Wealth Management associate, Derrick will focus on creating operational efficiencies to enhance the client experience as well as managing due diligence efforts for institutional investment managers and client portfolio’s.
Derrick graduated from Saint Anselm College in Manchester, NH with a major in finance and a minor in economics. Outside of the classroom, Derrick played four years for the college’s varsity lacrosse team and had an active role in the team reaching their first NE10 Championship in program history.
When out of the office, Derrick enjoys spending time outside and with friends and family. Depending on the day, you can find him at the beach, golf course, or at the top of the mountain enjoying New Hampshire’s great outdoors.