James M. Walden
Chief Investment Officer bei Clayton Financial Services, Inc.
Profil
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.
Aktive Positionen von James M. Walden
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von James M. Walden
| Indiana University | Undergraduate Degree |
| Cornell University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |