Walter Dillingham

Director of Endowments and Foundations

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Walter Dillingham is an institutional business development officer specializing in serving endowments, foundations and other institutional clients. He is part of a dedicated endowment and foundation advisory team within the Northeast Region, which also supports the firm’s national effort in the endowment and foundation marketplace.

Dillingham is a Chartered Financial Analyst® (CFA) and has three decades of financial services industry experience. Most recently, he was director of Philanthropic Management for Bank of America Merrill Lynch. Dillingham worked with endowments, foundations, and health-care organizations throughout New York, New Jersey, and Pennsylvania that used these asset management services in their investment programs.

Earlier, Dillingham was with David L. Babson & Co. Inc., where he worked with institutional investment clients on sub-advisory and managed account programs. He also worked with institutional investors as a director of Managed Funds Ratings at Standard & Poor’s Corporation, where he began as an equity analyst covering the financial services sector. He started his career as a corporate accountant at XTRA Corporation.

Dillingham is a trustee of Fisher College, and serves on the Investment Advisory Committee of United Nations University and on the Professional Advisory Committee for both Lighthouse International and the Children’s Support Foundation. He is a member of the CFA Institute, the New York Society of Securities Analysts, and the Philanthropic Planning Group of Greater New York.

Dillingham earned an MBA from Babson College and an undergraduate degree from Bates College. He also holds a certificate in Fundraising and Philanthropy from New York University.

Specialty Areas:

  • Institutional marketing and sales
  • Endowments and foundations sector
  • Public charities with strong focus on healthcare, education and religious organizations
  • Philanthropic trends
  • Planned giving assessments
  • Marketing & client service

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