Molly Walters, CFA

Molly Walters, CFA

Molly Walters is a Managing Director at Clearstead, where she works with family office and ultra-high-net-worth clients and families, providing strategic guidance across complex financial needs. She has been working in the financial services industry since 2018 and joined Clearstead in 2026.

Molly brings expertise in family office advisory services, portfolio analysis, and navigating complex investment structures, including venture capital portfolios and liquidity events. Before joining Clearstead, she served at Canterbury Consulting in Newport Beach, California, where she held roles as a Consulting Associate and Manager of Family Office Analytics, advising sophisticated families and institutions through significant financial transitions. Throughout Molly’s career, she has guided clients through liquidity events and helped oversee and analyze complex, multi-asset and private investment portfolios.

Molly obtained her Bachelor of Science in Business Administration with a concentration in Finance from Chapman University and holds the Chartered Financial Analyst (CFA) designation.