James Walden
Chief Investment Officer and Partner at Clayton Wealth Partners
- Role
- Chief Investment Officer and Partner at Clayton Wealth Partners
- Location
- Lawrence, KS, US
- LinkedIn followers
- 500 followers
About James Walden
As chief investment officer, James Walden strives to maximize the long-term, risk-adjusted portfolio returns for Clayton Wealth Partners\' clients. This includes determining strategic and tactical asset allocations, as well as specific investment analysis and prudent rebalancing. Jim is also a partner and management team member at the Topeka-based advisory firm. His expertise includes advanced investment research and valuation, and he is passionate about his role in helping clients reach and exceed their financial goals.Jim holds a B.S. in Accounting from Indiana University, an MBA from the Johnson School at Cornell University, and a Chartered Financial Analyst® (CFA®) designation. He has always enjoyed working with numbers and thinking strategically, so pursuing an investing career was natural for him. With broad investment experience across diverse asset classes and market conditions, he counts starting his career at Clayton Wealth Partners as his most satisfying career moment and, with that opportunity, the ability to contribute to clients’ financial success.
Experience
Chief Investment Officer and Partner
Jan 2019 — Present
Education
Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
Indiana University Bloomington
Bachelor of Science - BS, Accounting
Cornell Johnson Graduate School of Management
MBA, Finance
2001 — 2003
Indiana University Bloomington
Bachelor's degree, Accounting
1993 — 1997
Indiana University Bloomington
Bachelor of Science - BS, Accounting
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