David Walters, CFA, CAIA

David Walters, CFA, CAIA is an Institutional Sales and Relationship Manager based in Chicago, Illinois. He specializes in arbitrage compliance and investment strategies for tax-exempt bond proceeds, advising a broad range of issuers—including municipalities, educational institutions, transportation authorities, healthcare systems, and state agencies. His work includes guidance on complex compliance topics such as variable rate debt, commercial paper programs, transferred proceeds, universal cap allocation, and liability forecasting.