Jenna Walleser, CPA

Investment Officer
Corporate Office 3385 Hillcrest Rd Dubuque, IA 52002

Ms. Walleser specializes in the research and analysis of stocks, bonds, mutual funds and portfolio construction. Ms. Walleser 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 graduated from Loras College with a triple major in Accounting, Finance, and Economics, and earned a concentration in International Business.