Anne Bookwalter Walsh
Direttore degli Investimenti presso Guggenheim Partners Investment Management LLC
Profilo
Ms. Anne B.
Walsh, CFA MBA, is a Chief Investment Officer at Guggenheim Partners Investment Management LLC and a Chief Investment Officer of Fixed Income & Managing Partner at Security Investors LLC.
She provides the vision guiding the Firm’s investment strategies and leads the investment process to include the macroeconomic outlook, portfolio design, sector allocation, and risk management.
She also chairs the Environmental, Social, and Governance (ESG) Oversight Committee and the Alternatives Investment Committee.
Ms. Walsh career in financial services spans nearly four decades, joined Guggenheim Investments in 2007.
She is highly regarded for her active fixed-income, alternatives, and insurance portfolio management expertise in addition to deep background in credit and liability managed investment.
She holds a BSBA and MBA from Auburn University, and a JD from the University of Miami School of Law.
She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Posizioni attive di Anne Bookwalter Walsh
| Società | Posizione | Inizio |
|---|---|---|
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Direttore degli Investimenti | 01/01/2023 |
Security Investors LLC
 Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Head-Fixed Income Invts | 01/01/2007 |
Precedenti posizioni note di Anne Bookwalter Walsh
| Società | Posizione | Fine |
|---|---|---|
| REINSURANCE GROUP OF AMERICA, INCORPORATED | Direttore degli Investimenti | 01/01/2007 |
American Bankers Insurance Group, Inc.
 American Bankers Insurance Group, Inc. Multi-Line InsuranceFinance American Bankers Insurance Group, Inc. provides credit-related insurance, including life, disability, property, and unemployment. The company was incorporated on July 24, 1978 and is headquartered in Miami, FL. | Corporate Officer/Principal | - |
| Zurich Scudder Investments, Inc. | Corporate Officer/Principal | - |
Formazione di Anne Bookwalter Walsh
| Auburn University | Masters Business Admin |
| University of Miami | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| REINSURANCE GROUP OF AMERICA, INCORPORATED | Finance |
| Aziende private | 4 |
|---|---|
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
| Zurich Scudder Investments, Inc. | Finance |
American Bankers Insurance Group, Inc.
American Bankers Insurance Group, Inc. Multi-Line InsuranceFinance American Bankers Insurance Group, Inc. provides credit-related insurance, including life, disability, property, and unemployment. The company was incorporated on July 24, 1978 and is headquartered in Miami, FL. | Finance |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Finance |
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- Anne Bookwalter Walsh
