Presenter: Sara Walker, CFA, Senior Vice President and Investment Officer | Private Client & Institutional Services, Associated Bank N.A.
This presentation will focus on an Economic Update.
Sara Walker is senior vice president, senior portfolio manager with Associated Private Client & Institutional Services. In this position she constructs and manages investment portfolios for corporations, individuals and non-profit organizations, while also leading a team of portfolio managers. As a Chartered Financial Analyst, Sara joined Associated in 1997 and has more than 30 years of investment management experience, making her a tremendous resource for her clients.
In her highly visible role as Associated’s economist, Sara addresses shareholders at the company’s annual meetings, is a speaker at client engagements across our footprint and is widely quoted as an expert in the media. She is also the author of Associated’s quarterly client newsletter, The Economic and Investment Environment.
Sara earned her Bachelor of Science degree from the University of Wisconsin – Parkside where she double majored in finance and economics and graduated magna cum laude. She earned her Master of Business Administration degree from the University of Wisconsin-Milwaukee. She is a member and past-president of the CFA Society of Milwaukee as well as a founding member of the CFA Society of Madison.
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Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm
Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert
Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.
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