Sara Jane Walker
Director of Investments chez Catholic Financial Life (Investment Portfolio)
Profil
Sara Jane Walker is currently the Vice President of Investments at Catholic Financial Life (Investment Portfolio).
Prior to her current position, she worked as the Director of Investments & Senior Strategist at BMO Harris Bank, NA (Investment Management), Senior Vice President at Associated Investment Management LLC, Senior Vice President & Investment Officer at Kellogg Asset Management LLC, and Portfolio Manager at Associated Trust Co. NA (Wisconsin).
She received her undergraduate degree and MBA from the University of Wisconsin.
Postes actifs de Sara Jane Walker
| Sociétés | Poste | Début |
|---|---|---|
Catholic Financial Life (Investment Portfolio)
 Catholic Financial Life (Investment Portfolio) Investment ManagersFinance Catholic Financial Life (Investment Portfolio) is the investment portfolio division of Catholic Financial Life, a faith-based membership organization headquartered in Milwaukee, Wisconsin. Founded in 1885, the firm manages investment portfolio. | Director of Investments | 01/04/2021 |
Anciens postes connus de Sara Jane Walker
| Sociétés | Poste | Fin |
|---|---|---|
BMO Harris Bank, NA (Investment Management)
 BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Director of Investments | 01/03/2021 |
Kellogg Asset Management LLC
 Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Portfolio Manager-Fixed Income | 09/04/2018 |
Associated Investment Management LLC
 Associated Investment Management LLC Investment ManagersFinance Founded in 1998, Associated Investment Management LLC is a registered investment advisor located in Green Bay, Wisconsin. The firm is a subsidiary of Kellogg Asset Management LLC and their ultimate parent is Associated Banc-Corp. (NASDAQ: ASBC). Associated Investment Management offers a range of investment management services from personal trust and investment management services to brokerage and other personal investment accounts and insurance services. The firm is a member of FINRA and the SIPC. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Associated Trust Co. NA (Wisconsin)
 Associated Trust Co. NA (Wisconsin) Regional BanksFinance Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations. | Corporate Officer/Principal | - |
Formation de Sara Jane Walker
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Finance |
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Founded in 1998, Associated Investment Management LLC is a registered investment advisor located in Green Bay, Wisconsin. The firm is a subsidiary of Kellogg Asset Management LLC and their ultimate parent is Associated Banc-Corp. (NASDAQ: ASBC). Associated Investment Management offers a range of investment management services from personal trust and investment management services to brokerage and other personal investment accounts and insurance services. The firm is a member of FINRA and the SIPC. | Finance |
Kellogg Asset Management LLC
Kellogg Asset Management LLC Investment ManagersFinance Kellogg Asset Management LLC (Kellogg) is a SEC-registered investment advisor headquartered in Green Bay, Wisconsin. The firm is a wholly owned subsidiary of Associated Trust Co., N.A., ultimately held by Associated Banc-Corp. (NYSE: ASB), a diversified bank/financial services holding company. Founded in 2009, Kellogg provides investment management services to institutional and high net-worth investors. | Finance |
Catholic Financial Life (Investment Portfolio)
Catholic Financial Life (Investment Portfolio) Investment ManagersFinance Catholic Financial Life (Investment Portfolio) is the investment portfolio division of Catholic Financial Life, a faith-based membership organization headquartered in Milwaukee, Wisconsin. Founded in 1885, the firm manages investment portfolio. | Finance |
Associated Trust Co. NA (Wisconsin)
Associated Trust Co. NA (Wisconsin) Regional BanksFinance Associated Trust Co., N.A. (Wisconsin) is the investment management division of Associated Bank, NA, itself a subsidiary of Associated Banc-Corp. (NYSE: ASB). Headquartered in Green Bay, Wisconsin, the firm provides asset management and trust services to public, private and non-profit organizations. | Finance |
