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Walter J. Mix III

Managing Director
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Overview

Walter J. Mix III heads the Financial Services practice at Berkeley Research Group. He is a former commissioner of the California Department of Financial Institutions (DFI) and also previously served as a banking executive at Union Bank of California.

Mr. Mix advises domestic and international bank clients on corporate governance, risk management, strategic planning, and financial advisory assignments. He has significant experience in strategic planning, mergers and acquisitions, enterprise risk management, regulatory compliance, and capital planning. He has also advised clients on reengineering and implementing technology to improve profitability. In addition, he performs litigation and expert services based on his extensive expertise in financial services. He speaks frequently before bankers’ groups and regulatory seminars.

In his position as commissioner of the DFI, he reorganized the organization and improved its efficiency and effectiveness. Mr. Mix worked with financial institutions on more than 60 mergers and acquisitions. He reengineered the examination processes for banking and other licensees. He was instrumental in the development and passage of California’s identity theft law and many other laws, including the interstate banking and branching law and cooperative supervisory agreements for domestic and international banks. Mr. Mix also spearheaded proposals designed to enhance financial institutions’ electronic banking and commerce capabilities.

He joined BRG from LECG, LLC and before that The Secura Group; he served as managing director in both firms. Mr. Mix is a graduate of the University of California, Riverside and earned a master’s degree with a concentration in economics and public policy from Rutgers University. Mr. Mix serves as chairman of the International Bankers Association of California.

Education

Rutgers University
M.A., Concentration in Economic Development and Public Policy

Rutgers University and the Ford Foundation
Graduate fellowship

University of California, Riverside
B.A., Honors program in Political Science and Law and Society

News & Insights

Selected Publications

Seminars & Speaking Engagements

News & Commentary

Affiliations

Professional Affiliations

International Bankers Association of California
Chairman

National Association of Corporate Directors

Florida International Bankers Association

Investment and Economics Group, California Club, Los Angeles

Pacific Council on International Policy

Mayfield Junior School, Pasadena
Former board member

Rutgers Club of Southern California