Bill Walker, CFA, CFP®

Portfolio Manager Emeritus

Bill Walker joined Colorado Financial Management in December 2004. After a storied career at CFM, he is now working part-time by assisting with the analysis of stocks and serving on the Equity 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 Longmont with his wife.  He enjoys running and spending time with his grandchildren.


BS Business Administration
University of Colorado

MS Economics
South Dakota State University


Chartered Financial Analyst (CFA)