Walter Thomas Beach
Director/Board Member at INSU ACQUISITION CORP. III
Profile
Walter Thomas Beach is the founder of Beach Investment Counsel, Inc. (1996) and Beach Investment Management LLC (1997).
He is currently a Director at RAI Acquisition Corp., a Director at Ig Wines Ltd., an Independent Director at INSU Acquisition Corp.
III (2020), and a Director at Her Village Ltd.
(2007).
Mr. Beach's former positions include Director of Research at Widmann, Siff & Co., Inc. (1993-1997), Associate at Essex Financial Group (1992-1993), Associate at Essex Financial Services, Inc., Director at NextMart, Inc. (2006-2007), Director at FinTech Acquisition Corp.
II (2015-2018), Director at Cohen & Co., Inc. (2009-2012), Director at The Bancorp Bank (1999-2021), Independent Director at The Bancorp, Inc. (Delaware) (1999-2021), Independent Director at ACRES Commercial Realty Corp.
(2005-2020), Director at ACRES Commercial Realty Corp.
(2005-2020), Independent Director at FinTech Acquisition Corp.
(2014-2016), and Director at Cohen & Co. LLC (Pennsylvania).
Walter Thomas Beach active positions
| Companies | Position | Start |
|---|---|---|
| INSU ACQUISITION CORP. III | Director/Board Member | 2020-11-30 |
Beach Investment Counsel, Inc.
 Beach Investment Counsel, Inc. Investment ManagersFinance Beach Investment Counsel, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Thomas E. Beach and Walter T. Beach in 1996. Beach Investment Counsel provides discretionary investment advisory services and management services to individuals and institutions with separately managed accounts. The firm also provides discretionary investment advisory services and management services to Mill Creek Investment Partners, L.P., each a pooled investment vehicle intended for sophisticated investors and institutional investors. | Chief Executive Officer | 1996-04-30 |
| Her Village Ltd. | Director/Board Member | 2006-12-31 |
RAI Acquisition Corp.
 RAI Acquisition Corp. Financial ConglomeratesFinance RAI Acquisition Corp. is a blank check company initially targeting businesses in the financial services industry, other than extensively regulated businesses. Preferred targets include alternative asset managers, private equity or venture capital firms, funds of funds firms, and other money managers not required to register under the Investment Advisers Act of 1940. The company's funds will be held in a trust account and released upon completion of an initial business combination. The initial business combination must have a fair market value of at least 80% of the balance of the trust account and represent a majority of the target's voting equity interest. If no initial business combination is completed within 24 months, the company will liquidate. RAI Acquisition Corp. was organized by Resource America, Inc. in December 2007. The company's headquarters are in Philadelphia, PA. | Director/Board Member | - |
| Ig Wines Ltd. | Director/Board Member | - |
Former positions of Walter Thomas Beach
| Companies | Position | End |
|---|---|---|
The Bancorp Bank
 The Bancorp Bank Regional BanksFinance The Bancorp Bank engages in the provision of commercial and retail banking services and related other banking services including private label banking, health savings accounts, stored value prepaid debit cards, and merchant card processing to both regional and national markets. The firm also offers fintech solutions, institutional banking, commercial lending, and real estate bridge lending. The company was founded by Betsy Z. Cohen on December 30, 1999 and is headquartered in Sioux Falls, SD. | Director/Board Member | 2021-12-30 |
| THE BANCORP, INC. | Director/Board Member | 2021-12-30 |
| ACRES COMMERCIAL REALTY CORP. | Director/Board Member | 2020-03-08 |
| ACRES COMMERCIAL REALTY CORP. | Director/Board Member | 2019-12-31 |
| ░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░ | ░░░░░░░░░░░░░░ ░░░░░░ | ░░░░░░░░░░ |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 4 |
|---|---|
| ACRES COMMERCIAL REALTY CORP. | Finance |
| THE BANCORP, INC. | Finance |
| NEXTMART, INC. | Commercial Services |
| COHEN & COMPANY INC. | Finance |
| Private companies | 14 |
|---|---|
Beach Investment Counsel, Inc.
Beach Investment Counsel, Inc. Investment ManagersFinance Beach Investment Counsel, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Thomas E. Beach and Walter T. Beach in 1996. Beach Investment Counsel provides discretionary investment advisory services and management services to individuals and institutions with separately managed accounts. The firm also provides discretionary investment advisory services and management services to Mill Creek Investment Partners, L.P., each a pooled investment vehicle intended for sophisticated investors and institutional investors. | Finance |
Widmann, Siff & Co., Inc.
 Widmann, Siff & Co., Inc. Investment ManagersFinance Founded in 1970, Widmann, Siff & Co. is an investment advisory firm that manages investment accounts for individuals, pension and profit sharing plans, corporations, family trusts, IRAs, 401(k)s and 403(b)s and Taft Hartley plans. The firm is based in Exton, Pennsylvania. They are a subsidiary of Valley Forge Asset Management Corp. Their ultimate parent is Susquehanna Bancshares, Inc. (NasdaqGS: SUSQ). | Finance |
Essex Financial Services, Inc.
 Essex Financial Services, Inc. Investment ManagersFinance Essex Financial Services, Inc. (Essex Financial) is a registered investment advisor headquartered in Essex, Connecticut. The firm was founded by John W. Rafal in 2003 as John W. Rafal & Associates, Inc. They are a wholly-owned subsidiary of Essex Savings Bank. Essex Financial provides portfolio management services to individuals, high-net worth individuals, corporations, corporate pension and profit-sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and municipalities. | Finance |
Beach Investment Management LLC
 Beach Investment Management LLC Investment ManagersFinance Founded in 1997, Beach Investment Management LLC is a hedge fund manager located in West Conshohocken, Pennsylvania. The firm provides discretionary investment advisory services and management services to Garden Lane Investment Fund Ltd. and Mill Creek Investment Partners LP. | Finance |
RAI Acquisition Corp.
RAI Acquisition Corp. Financial ConglomeratesFinance RAI Acquisition Corp. is a blank check company initially targeting businesses in the financial services industry, other than extensively regulated businesses. Preferred targets include alternative asset managers, private equity or venture capital firms, funds of funds firms, and other money managers not required to register under the Investment Advisers Act of 1940. The company's funds will be held in a trust account and released upon completion of an initial business combination. The initial business combination must have a fair market value of at least 80% of the balance of the trust account and represent a majority of the target's voting equity interest. If no initial business combination is completed within 24 months, the company will liquidate. RAI Acquisition Corp. was organized by Resource America, Inc. in December 2007. The company's headquarters are in Philadelphia, PA. | Finance |
FinTech Acquisition Corp.
 FinTech Acquisition Corp. Financial ConglomeratesFinance FinTech Acquisition Corp. is a blank check company, which engages in the provision of investment services. It offers data storage, processing, transmission and payment processing services to its clients. The company was founded in November 2013 and is headquartered in New York, NY. | Finance |
Cohen & Co.
 Cohen & Co. Other Consumer ServicesConsumer Services Cohen & Co. provides accounting services. The firm offers services in the areas of investment industry, private company, and management advisory. Its services include collective investment trust, enterprise tax solutions, ownership succession, management consulting, and business valuation. The company was founded by Ron Cohen in 1977 and is headquartered in Cleveland, OH. | Consumer Services |
The Bancorp Bank
The Bancorp Bank Regional BanksFinance The Bancorp Bank engages in the provision of commercial and retail banking services and related other banking services including private label banking, health savings accounts, stored value prepaid debit cards, and merchant card processing to both regional and national markets. The firm also offers fintech solutions, institutional banking, commercial lending, and real estate bridge lending. The company was founded by Betsy Z. Cohen on December 30, 1999 and is headquartered in Sioux Falls, SD. | Finance |
Cohen & Co. LLC (Pennsylvania)
 Cohen & Co. LLC (Pennsylvania) Investment ManagersFinance Cohen & Co. LLC engages in the provision of financial services. It specialzies in asset management, capital markets, loan trading, and investment services. The company was founded in 1999 is headquartered in Philadelphia, PA. | Finance |
| Her Village Ltd. | |
| Essex Financial Group | |
FinTech Acquisition Corp. II
 FinTech Acquisition Corp. II Financial ConglomeratesFinance FinTech Acquisition Corp. II operates as a blank check company, which is formed for the purpose of acquiring, through a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business transaction. The company was founded on May 28, 2015 and is headquartered in Philadelphia, PA. | Finance |
INSU Acquisition Corp. III
 INSU Acquisition Corp. III Financial ConglomeratesFinance INSU Acquisition Corp. III is a blank check company, which intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or other similar business transaction with one or more operating entities. The company was founded on October 6, 2020 and is headquartered in Philadelphia, PA. | Finance |
| Ig Wines Ltd. |
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