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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 Profile Unavailable. | Director of Investments | 01/04/2021 |
Anciens postes connus de Sara Jane Walker
| Sociétés | Poste | Fin |
|---|---|---|
BMO Bank NA (Investment Management)
 BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Director of Investments | 01/03/2021 |
Kellogg Asset Management LLC
 Kellogg Asset Management LLC Investment ManagersFinance Kellogg aims to deliver competitive investment performance in a risk-controlled framework. They are bottom-up style managers with a consistent, well-defined process to maintain style integrity. The firm manages risk to preserve capital and continuously evaluates holdings to ensure assets are strategically and prudently invested. | Portfolio Manager-Fixed Income | 09/04/2018 |
Associated Investment Management LLC
 Associated Investment Management LLC Investment ManagersFinance Associated Investment Management (AIM) employs bottom-up analysis to identify the stocks of industry-leading companies with solid cash flows, technological innovations and consistent annual earnings growth. Portfolios are benchmarked against the S&P 500 index. The firm will consider selling a stock when it meets a target price. AIM combines in-house analysis with research from Wall Street firms. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Associated Trust Co. NA (Wisconsin)
 Associated Trust Co. NA (Wisconsin) Regional BanksFinance Operates as a trust and wealth management firm | Corporate Officer/Principal | - |
Formation de Sara Jane Walker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Finance |
Associated Investment Management LLC
Associated Investment Management LLC Investment ManagersFinance Associated Investment Management (AIM) employs bottom-up analysis to identify the stocks of industry-leading companies with solid cash flows, technological innovations and consistent annual earnings growth. Portfolios are benchmarked against the S&P 500 index. The firm will consider selling a stock when it meets a target price. AIM combines in-house analysis with research from Wall Street firms. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellogg Asset Management LLC
Kellogg Asset Management LLC Investment ManagersFinance Kellogg aims to deliver competitive investment performance in a risk-controlled framework. They are bottom-up style managers with a consistent, well-defined process to maintain style integrity. The firm manages risk to preserve capital and continuously evaluates holdings to ensure assets are strategically and prudently invested. | Finance |
Associated Trust Co. NA (Wisconsin)
Associated Trust Co. NA (Wisconsin) Regional BanksFinance Operates as a trust and wealth management firm | Finance |
Catholic Financial Life (Investment Portfolio)
Catholic Financial Life (Investment Portfolio) Investment ManagersFinance Profile Unavailable. | Finance |
