James M. Walden
Chief Investment Officer bij Clayton Financial Services, Inc.
Profiel
Mr. James M.
Walden, CFA MBA, is Partner & Chief Investment Officer at Clayton Financial Services, Inc. He joined Clayton Financial Services in June 2013.
He has almost two decades of investment experience across several asset classes, investment styles and economic conditions.
He is responsible for supervision and training of analyst team members; development of portfolio strategy, analysis, and asset allocation; and, portfolio management, including rebalancing and making investment buy/sell decisions.
He received his undergraduate degree from Indiana University and an MBA from Cornell University.
Actieve functies van James M. Walden
| Bedrijven | Functie | Begin |
|---|---|---|
Clayton Financial Services, Inc.
 Clayton Financial Services, Inc. Investment ManagersFinance Clayton Financial Services, Inc., dba Clayton Wealth Partners (CWP), is an independent asset management firm headquartered in Topeka, Kansas. The firm was founded in 1984 by Debra Ann Clayton and Randy Clayton. CWP provides services to individuals, trusts, estates, foundations, non-profit organizations, corporations, or other business entities, as well as high-net worth individuals. | Chief Investment Officer | 01-01-2023 |
Opleiding van James M. Walden
| Indiana University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Clayton Financial Services, Inc.
Clayton Financial Services, Inc. Investment ManagersFinance Clayton Financial Services, Inc., dba Clayton Wealth Partners (CWP), is an independent asset management firm headquartered in Topeka, Kansas. The firm was founded in 1984 by Debra Ann Clayton and Randy Clayton. CWP provides services to individuals, trusts, estates, foundations, non-profit organizations, corporations, or other business entities, as well as high-net worth individuals. | Finance |
