Kathleen Walters, CFA

Senior Managing Consultant
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, a senior managing consultant, rejoined PFM’s asset management business in 2015 to work with Midwest multi-asset class management and separately managed account clients from the Milwaukee office. Additionally, she focuses on serving PFM’s higher education and healthcare sectors in Wisconsin and Illinois as well as municipalities across the Midwest.

Kathleen initially joined PFM in 2009 as an analyst and worked with the Midwest practice until 2013, at which point she joined an investment consulting firm in the Midwest where she was the lead fixed income research analyst on its 12-person research team. More specifically, she was responsible for monitoring and recommending investment strategies across fixed income styles but especially treasury inflated protected securities, high yield, municipal bond, core fixed, international bonds (USD-hedged and unhedged), and Emerging Market debt. Her role and responsibilities included ongoing manager due diligence including in-person meetings, conference calls, and onsite visits as well as other investment research.

She also holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Chicago.

 
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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