Ms. Sara J. Walker, CFA '81

Sara Walker is senior vice president, senior portfolio manager with Associated Private Client & Institutional Services. In this position she constructs and manages investment portfolios for corporations, individuals and non-profit organizations, while also leading a team of portfolio managers. As a Chartered Financial Analyst (CFA), Sara joined Associated in 1997 and has more than 30 years of investment management experience, making her a tremendous resource for her clients. 

In her highly visible role as Associated's economist, Sara addresses shareholders at the company's annual meetings, is a speaker at client engagements, and is widely quoted as an expert in the media. She is also the author of Associated's quarterly client newsletter, The Economic and Investment Environment.

Sara earned her Bachelor of Science degree from UW-Parkside where she double majored in finance and economics and graduated magna cum laude. She earned her Master of Business Administration degree from the University of Wisconsin-Milwaukee. She is a member and past-president of the CFA Society of Milwaukee as well as a founding member of the CFA Society of Madison.

In the community, Sara is on the boards of the Milwaukee Public Museum, Tempo Milwaukee, Make a Difference-Wisconsin and the CFA Society of Milwaukee. Additionally, she serves on the HR Committee of Lad Lake Wisconsin. Her commitment to mentoring was acknowledged in 2016 with the Milwaukee Business Journal's Women of Influence award. 

900 Wood Road · P.O. Box 2000 · Kenosha, WI 53141-2000 P 262-595-2345

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