Profile

Ms. Walchli's previous experience includes serving as co-manager of Banc One Investment Advisors' Large Company Growth Fund and Income Equity Fund ($1.7 billion in combined assets).
Under Ms. Walchli's supervision of the fund's performance increased from being in the eighty-seventh and sixty-sixth percentile to being in the eighth and third percentile of their peer groups respectively.
She was also previously a senior vice president and director of equity research for First Interstate Capital Management.
There, she was responsible for writing economic and equity strategies for the group, which managed $27.5 billion in assets.
Ms. Walchli is a Chartered Financial Analyst.
She is a member of the Arizona Community Foundation Investment Committee, the Association for Investment Management and Research, and the Institute of Chartered Financial Analysts.
She is a prior president and director of the Phoenix Society of Financial Analysts.
Ms. Walchli received her M.B.A.
in Finance from Arizona State University and her A.B.
in Economics and American Studies from Smith College.

Former positions of Barbara S. Walchli

CompaniesPositionEnd
Portfolio Manager-Equities 2001-06-29
Director of Research - Equity -
Chief Investment Officer -
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