Sheila Christine Walton
Directeur Financier/CFO chez Spence Asset Management
Profil
Ms. Sheila C.
Walton, CFA, is a Chief Compliance Officer at Westwind Capital, Inc. She joined the firm in 1996 and is the co-creator of the investment philosophy of the FOCUS Equity product.
She sits on the firm's Investment Committee where she is responsible for formulating investment ideas using fundamental analysis and extensive due diligence.
She is a licensed principal and supervises all compliance monitoring and procedures.
She is supervising portfolio accounting, billing and performance reporting.
She also handles the retail equity trading for the firm and monitoring of retail accounts.
In 2005, she became a partner of the firm.
She is also a member of the Spence Asset Management Foundation grant committee.
She attended the University of Colorado at Boulder and New Mexico State University.
She graduated with honors from New Mexico State University with a degree in Economics and a Minor in English.
She continued her education during a three-year study of the Chartered Financial Analyst program.
She completed the program and was awarded a CFA charter in September of 2004.
Postes actifs de Sheila Christine Walton
Sociétés | Poste | Début |
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Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Directeur Financier/CFO | 01/01/1996 |
Formation de Sheila Christine Walton
New Mexico State University | Undergraduate Degree |
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Entreprise privées | 1 |
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Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Finance |