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Ira Walker
UBS Private Wealth ManagementRed BankManaging Director, Senior Portfolio Manager
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Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#3
New Jersey - South
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#31
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
About Ira Walker
Ira Walker's dedication to his clients and passion for their success have made him one of the top financial professionals in the country. As a Managing Director and Senior Portfolio Manager within UBS Private Wealth Management, Ira has the knowledge, experience and access to take full advantage of the extensive resources and global reach of UBS. As the founder of Walker Wealth Management, Ira advises ultra-high net worth clients as part of a boutique multifamily office environment based at the UBS headquarters in New York City and in Red Bank, New Jersey. 

With more than 38 years of industr... Read More
The description above is provided by Ira.

Focus Area / Customer Base

Strategic Wealth Management, Investment and Legacy Planning, Trust and Estate Services and Philanthropic Giving
Forbes America's Top Wealth Advisors, 2019, 2020, 2021, 2022, 2023
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. 

Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024

The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. The advisor paid a fee to display the rating logo in connection with the award. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 
Contact Ira
ira.walker@ubs.com
(732) 936-3220
140 Broad Street, Red Bank, New Jersey 07701
Asset Summary
As of Jun, 2023
$5M
Min Account Size For New Business
$10-100M
Typical Size Of Households
$20M-1B
Typical Net Worth Of Relationships
$1.1B
Team Assets (Custodied)
Appears On