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Walsky Investment Management
Craig Hafer established Walsky Investment Management in 1985. His father, Fred D. Hafer, previously led GPU Inc. and FirstEnergy Corp. The firm functions as a...
Walsky Investment Management
Craig Hafer established Walsky Investment Management in 1985. His father, Fred D. Hafer, previously led GPU Inc. and FirstEnergy Corp. The firm functions as a multi-family office that supplies investment management, estate planning, and governance services to multiple client families. Walsky targets public equities and fixed income. It favors dividend-paying stocks for income growth and capital appreciation. The firm does not use fund-of-funds structures. Allocations remain concentrated in North America. Craig Hafer serves as president, chairman, and treasurer. Elizabeth Ann Ward serves as vice-president, secretary, and chief compliance officer. The firm maintains membership in the Greater Reading Chamber Alliance and the CFA Institute. No dated operational events from the last 24 months appear in available records. Walsky integrates investment decisions with estate and governance services inside a single registered advisor entity. This structure keeps oversight of multi-generational planning within one regulated firm rather than through separate external vehicles.
General information
Firm type
Multi Family Office
Year founded
1985
Location
Region
North America
Country
United States
City
Wyomissing
Corporate office
2650 Westview Dr, Wyomissing, PA 19610, United States
Principals
Craig Hafer
President, Chairman, and Treasurer
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Walsky Investment Management?
Craig Hafer serves as president, chairman, and treasurer. Elizabeth Ann Ward serves as vice-president, secretary, and chief compliance officer.
Does Walsky Investment Management participate in fund commitments or only direct deals?
The firm does not use fund-of-funds structures and focuses on direct holdings in public equities and fixed income.
What investment stages does Walsky Investment Management typically target?
The firm allocates to public equities, with emphasis on dividend-paying stocks, and to fixed income securities.
Where does the underlying wealth come from?
Craig Hafer's father, Fred D. Hafer, served as CEO of GPU Inc. and FirstEnergy Corp.
How is Walsky Investment Management related to its founders' family background?
Craig Hafer founded the firm. His mother, Martha Hafer, has been active in Berks County philanthropy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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