Joe Walkenbach, CFA, CFP®
MN
Summary
- Investment Management professional with over 25 years of experience in multiple roles successfully meeting client objectives and motivating high performing individuals
- Proven leader with 12 years of management experience in multiple roles; positive track record of recruiting, building, coaching, and managing diverse teams of financial professionals with varying levels of experience
- Currently oversee nearly $10 billion in assets as head of investments in charge of 5 offices in Missouri, Arkansas & Florida. The business unit consists of Senior Portfolio Managers, Associate Portfolio Managers, Analysts and Investment Management Associates
Overview
25
25
years of professional experience
1
1
Certification
Work History
SVP | Managing Director - Portfolio Management
U.S. Bank Private Wealth Management
2019.06 - Current
- Lead the portfolio management business line In Missouri, Arkansas and Florida, serving Institutional and High-Net-Worth clients.
- Recruited and hired multiple quality professionals that were immediately accretive to the business; strong improvement in corporate culture
- Provide investment ideas and guidance through all market environments utilizing advanced technology
- Perform and oversee in-depth investment analysis on all types of asset classes including equity, fixed income, real assets, and alternatives
- Collaborate with senior leaders across business units to enhance processes, build unity and offer positive client experiences
Multiple Roles
Wells Fargo Advisors & Wells Fargo Wealth Mgmt
2005.12 - 2019.05
- Held roles as WFA Business Leader, Lead Investment Manager and Investment Manager
- Developed and grew a startup unit within the investment products overseeing offices in St. Louis and Charlotte responsible for manager research, portfolio analysis and risk management
- Built a new team that included immediately hiring 11 financial professionals
- Constructed and maintained investment strategy and platform framework for measuring performance and risk for discretionary portfolios
- Led major projects utilizing a team approach; performed due diligence on systems and built dynamic reports to deliver better client outcomes within a budget
- Provided excellent analytical support and guidance to portfolio managers, allowing them to better manage portfolios
- Managed a highly specialized team of investment managers in St. Louis and Austin responsible for managing portfolios to meet client objectives
Multiple Roles
Edward Jones & Edward Jones Trust
1999.01 - 2005.11
- Began career in the lending/banking area, progressing to lending risk management
- Presented reports on risk exposures to the CFO and other General Partners
- Worked for 3 years as a Portfolio Manager in the Trust Company
Education
MBA -
Webster University
St Louis12.2001
Bachelor of Science - Finance
Southeast Missouri State University
Cape Girardeau, MO12.1998
Skills
Recruiting, Hiring and Team Building
Leadership
Portfolio Management
Investment Analysis
Manager Research
Risk Management
Asset Allocation
Presentations & Public Speaking
Board/Volunteer
Past President of the CFA Society of St. Louis
Held multiple volunteer roles with the CFA Society of St. Louis
CFA Grader
Southeast Missouri State University Planned Giving Advisory Council
Sig Ep Career Coach & Panelist
CFP® Mentor
Investment Presentations
Certification
CFA Charterholder
Certified Financial Planner®
Leadership
Investment Manager Advisory Council
Equity Committee
Analyst Forum
Technical Skills
Factset
Bloomberg
Morningstar Direct
Advanced Excel
Timeline
SVP | Managing Director - Portfolio Management
U.S. Bank Private Wealth Management
2019.06 - Current
Multiple Roles
Wells Fargo Advisors & Wells Fargo Wealth Mgmt
2005.12 - 2019.05
Multiple Roles
Edward Jones & Edward Jones Trust
1999.01 - 2005.11
MBA -
Webster University
Bachelor of Science - Finance
Southeast Missouri State University
CFA Charterholder
Certified Financial Planner®
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