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
Companies | Position | End |
---|---|---|
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Portfolio Manager-Equities | 2001-06-29 |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Director of Research - Equity | - |
Aquila Investment Management LLC
Aquila Investment Management LLC Investment ManagersFinance Aquila Investment Management LLC (Aquila) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Lacy Herrmann in 1984 and is a wholly-owned subsidiary of Aquila Management Corp. Aquila serves as the investment advisor to the Aquila Group of Funds, a specialized group of open-end mutual funds that focus on fixed-income investments. | Chief Investment Officer | - |
Experiences
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Linked companies
Private companies | 3 |
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Aquila Investment Management LLC
Aquila Investment Management LLC Investment ManagersFinance Aquila Investment Management LLC (Aquila) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded by Lacy Herrmann in 1984 and is a wholly-owned subsidiary of Aquila Management Corp. Aquila serves as the investment advisor to the Aquila Group of Funds, a specialized group of open-end mutual funds that focus on fixed-income investments. | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
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