Advisors at this firm
Cynthia W
Series 63, Series 65
Crown Point, IN
Walsh Advisors
Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.
Owen R
Series 65
Crown Point, IN
Walsh Advisors
Owen Rush is a financial advisor at Walsh Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and operating his own firm, Rush on Investments, LLC. Walsh Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and offers both comprehensive one-time plans and ongoing subscription-based planning, utilizing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.