Ms. Walleser specializes in the research and analysis of stocks, bonds, mutual funds and portfolio construction. As Chief Investment Officer, she leads FCT’s investment strategy, overseeing the selection of individual stocks, bonds, and mutual funds to optimize client portfolios. She works closely with clients to align investment decisions with their financial goals, risk tolerance, and market conditions.
Ms. Walleser began her career in Minneapolis at a Big 4 accounting firm, where she specialized in audits of investment companies, including public mutual funds, fund of funds, private equity, and alternative investments, earning her CPA designation. Her experience spans wealth management, investment advising, and comprehensive financial planning, including retirement, tax, and estate strategies.
In her leadership role, Ms. Walleser collaborates with the investment team and advisory committee to develop and implement strategic investment initiatives, ensuring a disciplined and research-driven approach. She holds a triple major in Accounting, Finance, and Economics from Loras College, with a concentration in International Business, and is currently working toward obtaining the Chartered Financial Analyst (CFA) designation.