Monica Lynn Walker
Geen lopende functies
Profiel
Ms. Monica L.
Walker, CFA CPA, is Chief Executive Officer & Chief Investment Officer at Holland Capital Management LLC.
She is on the Board of Directors at Chicago United.
She oversees the overall business and financial operations of the firm.
With over 35 years of financial services experience, including 28 years of investment management experience, she also serves as Chief Investment Officer, responsible for implementation of the firm's large cap growth and mid cap growth equity strategies with a team of equity research analysts.
She has been a member of the firm's equity team and Investment Policy Committee since the firm's inception in 1991.
She is a founding partner of Holland Capital Management.
Ms. Walker began her career at Texas Utilities (now Energy Future Holdings) in 1981 while serving in various supervisory capacities and working in the company's corporate finance group.
When she left the company in 1991 to join Holland Capital, she was manager of Trust Fund's Administration, responsible for Texas Utilities' then $1.5 billion in pension fund and defined contribution plan assets.
She also helped in the development and implementation of Texas Utilities' Nuclear Decommissioning Trust Fund.
She is a board member of Chicago United.
She is a member of the CFA Society of Chicago, the Illinois CPA Society, the Texas Society of CPAs, the American Institute of CPAs, the National Association of Securities Professionals, the Executive's Club of Chicago, Women Investment Professionals, Business Leadership Council, the Economic Club of Chicago, and serves on the Investment Management Committee for the International Foundation of Employee Benefit Plans.
Ms. Walker received a Bachelor of Business Administration degree in accounting from the University of Texas at Arlington in 1980, and is a CPA licensed in Texas and Illinois.
Eerdere bekende functies van Monica Lynn Walker
Bedrijven | Functie | Einde |
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Texas Utilities Co. | Corporate Officer/Principal | - |
Chicago United
Chicago United Miscellaneous Commercial ServicesCommercial Services Chicago United operates as a non-profit organization. The firm specializes in corporate governance, multiracial leadership and minority business enterprises. The company was founded in 1968 and is headquartered in Chicago, IL. | Directeur/Bestuurslid | - |
Holland Capital Management LLC
Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Algemeen Directeur | - |
Opleiding van Monica Lynn Walker
The University of Texas at Austin | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 3 |
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Holland Capital Management LLC
Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Finance |
Chicago United
Chicago United Miscellaneous Commercial ServicesCommercial Services Chicago United operates as a non-profit organization. The firm specializes in corporate governance, multiracial leadership and minority business enterprises. The company was founded in 1968 and is headquartered in Chicago, IL. | Commercial Services |
Texas Utilities Co. | Utilities |