Bill Walker, CFA, CFP®

Portfolio Manager and Equity Analyst

Bill Walker joined Colorado Financial Management in December 2004. His responsibilities include portfolio management, assisting with the analysis of stocks and serves on the Investment Committee.

Previously he spent over thirty years in commercial banking. He has been a member of the Boulder Optimist League, a member of the Boulder Downtown Mall Commission and an instructor in the Economics Program at Regis College.

Bill holds a BS Degree in Business Administration from the University of Colorado and a MS Degree in Economics from South Dakota State University. He is a Chartered Financial Analyst charterholder and a member of CFA Society Colorado. Bill also is a CERTIFIED FINANCIAL PLANNER professional.

Bill lives in Boulder with his wife, and enjoys running and spending time with his grandchildren.

EDUCATION

BS Business Administration
University of Colorado

MS Economics
South Dakota State University

CREDENTIALS

Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER (CFP®)

MEMBERSHIPS

CFA Institute
CFA Society Colorado