Managing Director
Alice K. Walsh, CFP
Investment experience since 1978
Ali came to Middleton & Company in 1995 from her own financial consulting company, where she worked with corporate, government, and individual clients. She has more than 29 years of experience in the field of personal investment counseling. Prior to her own firm, Ali was a Trust Officer at Bank of Boston for 10 years. A Certified Financial Planner, Ali holds a B.A. and M.Ed. from the University of Massachusetts at Amherst. She is a member of the Boston Estate Planning Council, the Financial Planning Association, The Boston Security Analysts Society, and the CFA Institute.
