Who We Are
Management Team

Ed Walters is the President of World Investment Advisors. Ed oversees operations, growth initiatives, and advisor and client experience platforms, while working closely with the executive team to expand its presence as a leading force in wealth management. Ed is a seasoned C-suite leader with more than 20 years of experience driving transformational growth across some of the industry’s most respected firms, including Osaic, Lincoln Financial Group, T. Rowe Price, Janney Montgomery Scott and Ferris Baker Watts. He has developed a reputation for building sophisticated centralized wealth platforms, launching innovative products, accelerating growth within organizations, and creating new levels of scale and profitability. 

Ed is also recognized as a culture builder and talent developer. He has sponsored leadership programs that elevate rising executives and launched financial literacy initiatives for underserved communities. His board service at Saint Joseph’s University and the Urban League of Philadelphia underscores his commitment to ethics, inclusion and community impact.

Ed holds an MBA from Saint Joseph's University and a bachelor's degree in Economics from Morgan State University.

Jennifer serves as World Investment Advisors Chief Operations Officer and Executive Vice President. She manages the firm's compliance program and operations and partners with advisors to deliver infrastructure and support services. Prior to joining the firm in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 62 and 65 registrations and is a member of the Florida Bar and various civic and professional organizations.

Tyler Mahoney oversees financial strategy, capital planning, and operating discipline to support World Investment Advisors' growth initiatives and acquisition activity. Tyler brings more than 20 years of strategic experience leading finance teams and partnering with executive leadership across complex service businesses. Her background includes guiding organizations through periods of accelerated growth and transaction activity. Before joining World Investment Advisors, Mahoney served as Senior Vice President of Channel Strategy and Operations at Osaic. Before that, she was Chief Financial Officer at Lincoln Financial Network, where she led M&A processes, improved financial systems, and advanced operational efficiency.
 
Mahoney holds an MBA in Health Care Administration from Indiana Institute of Technology and a bachelor’s degree in Business, Finance, and Economics from Olivet Nazarene University.

Jeffrey Sheftic has recently joined World Advisors as Chief Growth Officer, where he leads organic growth initiatives, advisor recruiting, relationship management, and strategic expansion across the firm. He brings more than 30 years of executive leadership experience in wealth management, combining deep operational expertise with a strong commercial mindset to drive scalable growth, enhance advisor experience, and strengthen client service delivery.

Prior to joining World Advisors, Jeff held senior leadership roles at Prudential, Charles Schwab & Co., ADP, Credit Suisse, Capital One, and Lincoln Financial, overseeing complex middle office and investment operations organizations supporting broker-dealers, RIAs, institutional platforms, and retail clients. His background spans large-scale operational transformation, regulatory infrastructure, technology modernization, and multi-location team leadership across the United States and offshore operations in India.

Jeff’s unique strength lies in bridging growth strategy with operational execution. His deep understanding of operational workflows, risk management, regulatory frameworks, and service infrastructure enables World Advisors to scale efficiently while maintaining high service standards for advisors and clients. He partners closely with advisors, leadership teams, and internal stakeholders to improve onboarding, platform utilization, productivity, and long-term retention.

In addition to operational leadership, Jeff has extensive experience supporting business development, relationship management, and advisor engagement initiatives, including client presentations, solution positioning, and strategic growth programs. His ability to translate operational capabilities into business value strengthens advisor recruitment, platform adoption, and sustainable revenue growth.

Jeff has been an active leader within the financial services industry, serving on the OCC Operations Committee and SIFMA’s Securities Operations Section. He is an eight-year member of FINRA’s Uniform Practice Code Committee and nearly a 20-year member of FINRA’s Financial Responsibility Committee. He holds principal licenses including Series 27, 24, and 53.

Jeff earned his Bachelor of Arts in Economics from the University of Pennsylvania, completed a Wharton Executive Education certificate program, and earned his MBA in Finance and International Business from NYU’s Leonard N. Stern School of Business.

Jon Curley is World Investment Advisors' Chief of Compliance. In this role, Curley oversees the global compliance strategies across all World Investment Advisors, LCC and World Investments, LLC financial services companies. His extensive industry experience spans more than four decades, most recently serving as senior advisor to ButcherJoseph & Co, a boutique investment bank, and president of Sable Capital, a FINRA-registered broker-dealer subsidiary of ButcherJoseph & Co. Prior to that, Jon was the CEO and founder of Laffer Tengler Investments, a registered investment advisor owned by ButcherJoseph Financial Holdings with more than $1 billion in assets under advisory. Jon also serves as an advisor to the board of American Forest Management and is a member of the board of directors of Forest City Trading Group one of the largest lumber trading firms in the country.

Jon holds a B.A. from the College of the Holy Cross, insurance designations for Chartered Life Underwriter and Chartered Financial Consultant, and FINRA Series 40, 63 and 65 registrations.

Nate Garrison serves as Senior Vice President and Chief Investment Officer of World Investment Advisors. Nate leads the investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD.

He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 7, 24, 63 and 65 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia and a Master’s degree in Applied Economics from Johns Hopkins University.

Bill Altman leads the design and execution of World’s enterprise technology roadmap, focused on empowering advisors with innovative solutions that enhance efficiency, deepen client relationships, and accelerate growth. Bill has over two decades of senior information technology leadership experience. Most recently, he was an Executive Director at Hightower Advisors, where he oversaw Salesforce development and enterprise platform integrations for more than 120 RIA offices nationwide. His career spans industries including wealth management, digital media, and broadcasting. He has held senior leadership positions at GiveCentral.org, Graham Media Group, and Fox Television Stations, where he spearheaded digital transformation initiatives and managed large-scale technology operations.

Bill holds a bachelor's degree in Business Administration and Public Accounting/Computer Science from Loyola University Chicago.