Kathleen Walters, CFA

Director
PFM Asset Management LLC
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersk@pfm.com
414.847.5585 office

Specialties
Asset Management

State & Local Governments, Higher Education

Education
B.A. in Economics
Yale University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

FINRA Series 6 and 63 Licenses

Started with PFM: 2009

Started in the Field: 2009

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Kathleen Walters rejoined PFM in 2015. She provides investment advisory services to multi-asset class and fixed income clients throughout PFM’s Midwest region. Kathleen’s responsibilities include modeling cash flows, assisting clients with developing and implementing investment strategies, reviewing performance, updating policies, and marketing PFM products to prospects.

She briefly worked at an investment consulting firm in the Midwest, where she was the lead fixed income research analyst on its research team. In that role, she was responsible for monitoring and recommending fixed income investment strategies. Her role and responsibilities included ongoing manager due diligence during in-person meetings, conference calls, onsite visits, as well as other investment research.

She holds the Chartered Financial Analyst (CFA) designation and is a Board member of the CFA Society of Milwaukee. She is also the Chair of PFM’s Women’s Network and the founding member of PFM’s Parents and Caregivers’ Forum.

 
Contact

115 South 84th Street
Suite 315
Milwaukee, WI 53214

waltersk@pfm.com
414.847.5585 office

Specialties
Asset Management

State & Local Governments, Higher Education

Education
B.A. in Economics
Yale University

Professional Designations or Licenses
Chartered Financial Analyst (CFA)

FINRA Series 6 and 63 Licenses

Started with PFM: 2009

Started in the Field: 2009

Print/Save as PDF

Download Vcard

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