Walt Sokira
Director, Financial Advisor at Baird
- Role
- Director, Financial Advisor at Baird
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Walt Sokira
Walt Sokira started managing “important money” in August of 1987 when the Dow-Jones…
Experience
Director, Financial Advisor
May 2018 — Present · Akron, OH, US
We deliver full-service wealth advising providing investment management, advanced planning, and relationship management for an elite group of high net worth individuals and families.We manage individual stock and bond portfolios using the Private Investment Management Program (PIM). Portfolio strategies include Core Equity, Small & Mid Cap (SMID), and Empowering Women Portfolio.You can hear our current insights on a weekly radio show, Invest Wisely, hosted Sundays at 8:30 am on WNIR 100 FM - The Talk of Akron. Past shows hosted on SoundCloud - https://soundcloud.com/user-86•••••82
Education
The University of Akron
BA, Business & Organizational Communication
1983 — 1987
Kent State University
MBA, Finance & Marketing
1989 — 1991
Skills
- Research
- University Teaching
- Stock Research
- Marketing
- Investments
- Asset Allocation
- Leadership
- Portfolio Management
- Entrepreneurship
- Business Education
- Asset Management
- Public Speaking
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