David J. Wall, CIMA, CFP – Founder and President

Dave founded Wall Capital Group, as Wall & Associates, while serving as a full-time police detective for the Addison Police Department focused on financial crimes. Since it’s founding in 1990, he has grown the portfolio to over $1B invested. Dave has over 10 years of experience as a public fund trustee, and 15 years serving as a board member of the Illinois Public Pension Fund Association (IPPFA).

In 1992 he earned the Certified Financial Planner^® (CFP^®) professional designation, and in 1995, he earned the Certified Investment Management Analyst^® (CIMA^®) designation, granted by the Investment Management Consultants Association in conjunction with the Wharton School of Business, University of Pennsylvania.

Bill joined Wall Capital Group in 2007. As the recently retired Fire Chief of the Calumet City Fire Department, he was a 14-year trustee of the Calumet City Firefighters Pension Fund and a 22-year member of the Illinois Public Pension Fund Association (IPPFA) Board of Directors, currently serving as Treasurer.

Bill, a Southern Illinois University graduate, holds a Certificate in the Essentials of Investment Consulting from the Investments & Wealth Institute, completed the Certified Retirement Counselor^®(CRC^®) program offered through the International Foundation for Retirement Education (InFRE), and will soon sit for the examination to receive the Certified Financial Planner^® professional designation.

Stephen has been with Wall Capital Group since March 2018 and is responsible for investment advisory, relationship management, and business development activities.

Stephen comes to the firm after spending over 20 years at Charles Schwab & Co. in a variety of roles.  Most recently, Stephen’s role was a Relationship Manager out of the Chicago office that provided consulting expertise to assist registered investment advisors throughout the states of Illinois and Wisconsin.

Stephen brings a unique perspective to the firm with extraordinary strengths in relationship building developed on a foundation of trust, sincerity, and dependability. Stephen holds a Bachelor of Science degree in International Business from Duquesne University.

Barb has completed the Financial Paraplanner Qualified Professional™ designation, earned from the College for Financial Planning, and is responsible for client service and back office support for our team.

Barb received her Bachelor of Arts degree from DePaul University in Chicago, IL in June 2005. She has over 20 years of experience in office management in a variety of industries.

Joel joined Wall Capital Group in 2015 and specializes in creating personal financial plans for individual clients in addition to client service and operational support. Joel retired at the rank of Police Commander from the Naperville Illinois Police Department in February of 2011, serving on the Naperville Police Pension Board for 16 years, and the Illinois Public Pension Fund Association (IPPFA) Board of Directors for 11 years.

Joel holds a Bachelor of Arts degree in Business Administration from Aurora University in Aurora, IL, and successfully completed the Series 65 FINRA examination, becoming a Registered Investment Advisor Representative.

Nate is responsible for operations, trading, and client support for our Illinois Public Funds clients as well as overseeing global investment performance reporting standards (GIPS). Operating from our Phoenix office, he also services our individual financial planning clients in the high net worth market.

Nate is licensed by the State of Arizona for Life Insurance and Annuities. He is currently enrolled in the Certified Retirement Counselor (CRC^®) program offered through the International Foundation for Retirement Education (InFRE).

Richard‘s lengthy career in the investment industry includes serving as Chief Compliance Officer and General Counsel for Madison Investment Advisors and Associate General Counsel for the Investment Company Institute.

He was admitted to the State Bar of Texas in 1985 and the District of Columbia in 1987. He received his Juris Doctorate from The National Law Center, The George Washington University, Washington, DC 1985, with honors and his undergraduate degree from Georgetown University, Washington, DC 1982, cum laude.