Ms. Walleser specializes in the research and analysis of stocks, bonds, mutual funds and portfolio construction. She started her career in Minneapolis at a Big 4 accounting firm, specializing in the audits of investment companies, public mutual funds, fund of funds, private equity, and alternative investments where she earned her CPA designation. She also has previous experience in the areas of wealth management, investment advising, and retirement, tax, and estate planning. Ms. Walleser is a key contributor to FCT’s investment team, where she actively engages in investment and portfolio management. Additionally, she supports the CIO in developing and implementing investment strategies. Ms. Walleser graduated from Loras College with a triple major in Accounting, Finance, and Economics, and earned a concentration in International Business.
Jenna Walleser, CPA
Senior Investment Officer