Anne Bookwalter Walsh
Directeur en chef des Investissements chez Guggenheim Partners Investment Management LLC
Profil
Ms. Anne B.
Walsh, CFA MBA, is a Chief Investment Officer at Guggenheim Partners Investment Management LLC and a Chief Investment Officer of Fixed Income & Managing Partner at Security Investors LLC.
She provides the vision guiding the Firm’s investment strategies and leads the investment process to include the macroeconomic outlook, portfolio design, sector allocation, and risk management.
She also chairs the Environmental, Social, and Governance (ESG) Oversight Committee and the Alternatives Investment Committee.
Ms. Walsh career in financial services spans nearly four decades, joined Guggenheim Investments in 2007.
She is highly regarded for her active fixed-income, alternatives, and insurance portfolio management expertise in addition to deep background in credit and liability managed investment.
She holds a BSBA and MBA from Auburn University, and a JD from the University of Miami School of Law.
She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Postes actifs de Anne Bookwalter Walsh
| Sociétés | Poste | Début |
|---|---|---|
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Directeur en chef des Investissements | 01/01/2023 |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Head-Fixed Income Invts | 01/01/2007 |
Anciens postes connus de Anne Bookwalter Walsh
| Sociétés | Poste | Fin |
|---|---|---|
| REINSURANCE GROUP OF AMERICA, INCORPORATED | Directeur en chef des Investissements | 01/01/2007 |
American Bankers Insurance Group, Inc.
 American Bankers Insurance Group, Inc. Multi-Line InsuranceFinance American Bankers Insurance Group, Inc. provides credit-related insurance, including life, disability, property, and unemployment. The company was incorporated on July 24, 1978 and is headquartered in Miami, FL. | Corporate Officer/Principal | - |
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
Formation de Anne Bookwalter Walsh
| Auburn University | Masters Business Admin |
| University of Miami | Graduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| REINSURANCE GROUP OF AMERICA, INCORPORATED | Finance |
| Entreprise privées | 4 |
|---|---|
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
American Bankers Insurance Group, Inc.
American Bankers Insurance Group, Inc. Multi-Line InsuranceFinance American Bankers Insurance Group, Inc. provides credit-related insurance, including life, disability, property, and unemployment. The company was incorporated on July 24, 1978 and is headquartered in Miami, FL. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (do-business-as Guggenheim Investments) is a registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. The Funds include open-end registered funds, closed-end registered funds, and exchange-traded funds. Their SMA clients may include institutions, such as insurance companies, other financial institutions, pension and profit-sharing plans, US and non-US governmental entities, colleges, hospitals, charitable organizations, endowment funds and foundations, and certain individuals and trusts. | Finance |