Sara Walker, with more than three decades in the financial service industry, has been named Senior Strategist, Regional Director of Investments at BMO Wealth Management.
"Sara is known throughout Wisconsin for her leadership skills and her investment strategy expertise," said Steve Johnson, BMO senior vice president and Regional President at BMO Private Bank.
Walker will spearhead wealth and investment strategies for Wisconsin, Minnesota and Northwest Illinois. She will lead experienced portfolio managers in the delivery of custom investment solutions for high net worth individuals, families and organizations.
Most recently, Walker served as Senior Vice President, Chief Economist and Investment Officer for Associated Private Client Services. She is a Chartered Financial Analyst, who holds an MBA from the University of Wisconsin-Milwaukee and a Bachelor of Science degree from the University of Wisconsin-Parkside, where she double-majored in Finance and Economics and graduated Magna Cum Laude.
Walker was the recipient of the Milwaukee Business Journal 2016 Women of Influence and serves on several boards.
About BMO Wealth Management U.S.
BMO Wealth Management serves mass affluent, high net worth and ultra-high net worth individuals and families with a full suite of wealth management solutions. With over 140 offices across 16 states and international offices in Canada, Hong Kong, and Singapore, BMO Wealth Management provides guidance and planning advice combined with individualized service and local experience. Visit bmowealthmanagement.com.