Joe Walsh, AIF®
Senior Vice President, Qualified Plans
Joe heads Alliant Qualified Plan’s new business development team, which helps employers implement 401(k) plans designed to meet organizational goals and employee needs.
With 30 years of qualified plan experience, Joe has a passion for building and maintaining durable client relationships. He is especially adept at consulting closely with retirement plan and institutional trustees to identify their critical needs, and resolve them with well-aligned services and solutions.
Prior to joining Alliant, Joe worked for several money center banks where he provided institutional clients with 401(k), investment management, pension, custody, and trustee services. Drawing from his deep bench of experience, he specializes in retirement plan design, investment management, and fiduciary training and oversight.
Joe holds a bachelor’s degree in finance from Towson University in Maryland. He is an Accredited Investment Fiduciary and Accredited Retirement Plan Consultant.
Joe lives in Annapolis with his wife Lynn and daughter Sarah. He is a native of the Eastern Shore of Maryland, and a waterman from birth. Passionate about preserving The Shore’s rich history and environmental issues affecting the Chesapeake Bay, his philanthropic interests include the Chesapeake Bay Maritime Museum, Easton Waterfowl Festival, and Chesapeake Bay Foundation.